Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 25 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2026)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 14 Apr 2025)
    • [FCA CF] Client dealing (since 14 Apr 2025)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Client dealing (2 Aug 2024 to 31 Dec 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (2 Aug 2024 to 31 Dec 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (2 Aug 2024 to 31 Dec 2024)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Client dealing (2 Aug 2024 to 31 Dec 2024)

Recent activity

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

No changes recorded yet.