Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (6 Jul 2016 to 8 Dec 2019)
  • EGR WEALTH LIMITED (no longer approved here)

    FRN 537582

    • CF2 Non Executive Director (AR) (23 Feb 2017 to 8 Mar 2017)

Recent activity

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

No changes recorded yet.