Where they hold approval

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

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 5 Mar 2020)
    • SMF16 Compliance Oversight (since 5 Mar 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Mar 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF30 Customer (since 31 Aug 2012)
  • DMJ Associates

    FRN 468860

    • (2)Employed By (since 31 Aug 2012)
  • DMA Moneybetter LTD (no longer approved here)

    FRN 828799

    • SMF16 Compliance Oversight (3 Apr 2024 to 30 Jun 2025)
    • Responsible for Insurance Distribution (3 Apr 2024 to 30 Jun 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (3 Apr 2024 to 30 Jun 2025)
    • SMF3 Executive Director (3 Apr 2024 to 30 Jun 2025)
  • Sentinel Portfolio Management Limited (no longer approved here)

    FRN 926168

    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Mar 2021 to 10 Dec 2025)
    • SMF16 Compliance Oversight (1 Mar 2021 to 10 Dec 2025)
  • Biscoes Financial Solutions Ltd (no longer approved here)

    FRN 453346

    • Employed By (9 Jan 2013 to 4 Mar 2015)

Recent activity

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

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