Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Simpli Financial Solutions Ltd
FRN 726327
- 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 17 Sep 2020)
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- Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 8 Dec 2021)
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- CF22 Investment Adviser (Trainee) (19 Aug 2003 to 31 Mar 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.