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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2024)
  • Echo Finance Limited (no longer approved here)

    FRN 570073

    • [FCA CF] Functions requiring qualifications (4 Dec 2023 to 30 Aug 2024)
  • Mortgage Saving Experts Limited (no longer approved here)

    FRN 779662

    • [FCA CF] Functions requiring qualifications (19 Jan 2023 to 25 Oct 2023)
    • [FCA CF] Client dealing (19 Jan 2023 to 25 Oct 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (25 Aug 2022 to 19 Jan 2023)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 31 Aug 2022)

Recent activity

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

No changes recorded yet.