Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
All Aspects Financial Planning Limited
FRN 1008239
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 7. Giving personal recommendations on long-term care insurance contracts
- 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
- [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
- [FCA CF] Client dealing (since 1 Dec 2025)
-
- [FCA CF] Client dealing (31 Oct 2023 to 30 Nov 2025)
- [FCA CF] Functions requiring qualifications (16 Oct 2023 to 30 Nov 2025)
-
- Employed By (8 Jun 2023 to 25 Sep 2023)
-
- Appointed representative dealing with clients for which they require qualification (8 Jun 2023 to 25 Sep 2023)
- [FCA CF] Client dealing (8 Jun 2023 to 25 Sep 2023)
- CF30 Customer (8 Jun 2023 to 25 Sep 2023)
-
- [FCA CF] Client dealing (28 Apr 2022 to 13 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (28 Apr 2022 to 13 Mar 2023)
- CF30 Customer (11 Apr 2022 to 13 Mar 2023)
-
- (1)Employed By (11 Apr 2022 to 13 Mar 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.