Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Aegis Financial Planning Limited
FRN 624298
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Client dealing (since 1 Oct 2024)
- [FCA CF] Functions requiring qualifications (since 1 Oct 2024)
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- Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 30 Sep 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.