Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2026)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • [FCA CF] Client dealing (19 Feb 2024 to 2 Jan 2026)
    • [FCA CF] Functions requiring qualifications (19 Feb 2024 to 2 Jan 2026)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (14 Feb 2023 to 16 Feb 2024)
    • [FCA CF] Functions requiring qualifications (14 Feb 2023 to 16 Feb 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (14 Feb 2023 to 16 Feb 2024)
    • [FCA CF] Functions requiring qualifications (14 Feb 2023 to 16 Feb 2024)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.