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
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 14 Dec 2022)
  • Redwood Employee Benefit Services Ltd (no longer approved here)

    FRN 657538

    • CF30 Customer (8 Feb 2017 to 1 May 2017)
  • Beacon Wealth Management Limited (no longer approved here)

    FRN 526604

    • CF30 Customer (17 Jan 2014 to 12 Jan 2017)

Recent activity

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

No changes recorded yet.