Last updated
1 week ago
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Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 23 Dec 2021)
    • CF1 Director (AR) (since 17 Dec 2021)
    • Appointed representative dealing with clients for which they require qualification (30 Sep 2021 to 9 Dec 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 29 Mar 2019)
    • Responsibility for MCD Intermediation (27 Feb 2017 to 29 Mar 2019)
    • CF1 Director (27 Feb 2017 to 29 Mar 2019)
    • Responsible for Insurance Mediation (27 Feb 2017 to 30 Sep 2018)
    • (1)Employed By (since 17 Dec 2021)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (27 Sep 2021 to 28 Dec 2021)
  • Knight Frank Finance LLP (no longer approved here)

    FRN 459093

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 12 Jul 2021)
  • Brooklands Financial Solutions Ltd (no longer approved here)

    FRN 679116

    • Employed By (16 Oct 2016 to 1 Nov 2016)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (14 Oct 2016 to 1 Nov 2016)

Recent activity

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

No changes recorded yet.