Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 20 Dec 2023)
- CF30 Customer (since 20 Dec 2023)
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Crosby Financial Planning Ltd
FRN 939755
- Employed By (since 20 Dec 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2024)
Recent activity
Updates to this individual's record on the FCA register.
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