Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
    • CF30 Customer (since 10 Jul 2025)
    • (146)Employed By (since 10 Jul 2025)
  • Advance Mortgage Funding Limited (no longer approved here)

    FRN 305008

    • Appointed representative dealing with clients for which they require qualification (12 Apr 2023 to 14 Jun 2023)

Recent activity

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

No changes recorded yet.