Where they hold approval

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

    • (68)Employed By (since 24 Mar 2025)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF30 Customer (since 12 Mar 2025)
    • [FCA CF] Client dealing (since 4 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2024)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (12 Mar 2025 to 24 Mar 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
    • CF30 Customer (26 Jun 2019 to 2 Jan 2024)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jan 2024)

Recent activity

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

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