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
    • [FCA CF] Client dealing (since 26 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 26 Oct 2022)
  • Trinity Financial Limited (no longer approved here)

    FRN 793667

    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 28 Sep 2022)
  • The Finance Planning Group Limited (no longer approved here)

    FRN 715721

    • Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 25 Aug 2021)

Recent activity

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

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