Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 14 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2025)
  • Tenet & You Limited (no longer approved here)

    FRN 455280

    • Employed By (28 May 2024 to 16 Dec 2024)
  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • CF30 Customer (11 Mar 2024 to 16 Dec 2024)
  • TRUE BEARING LIMITED (no longer approved here)

    FRN 486512

    • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 1 Mar 2024)
    • CF30 Customer (25 Jul 2022 to 1 Mar 2024)
    • [FCA CF] Functions requiring qualifications (20 Oct 2021 to 1 Mar 2024)
    • [FCA CF] Client dealing (20 Oct 2021 to 1 Mar 2024)
  • True Bearing (North West) Limited (no longer approved here)

    FRN 709439

    • (18)Employed By (25 Jul 2022 to 1 Mar 2024)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (6 Aug 2018 to 28 Sep 2021)

Recent activity

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

No changes recorded yet.