Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (23 Mar 2017 to 8 Dec 2019)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (19 Mar 2015 to 13 Mar 2017)
  • Medical & Professional CFP Ltd (no longer approved here)

    FRN 555157

    • (2)Employed By (5 Mar 2015 to 13 Mar 2017)
  • Bell Financial Planning Limited (no longer approved here)

    FRN 520796

    • CF30 Customer (22 Jul 2014 to 25 Feb 2015)

Recent activity

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

No changes recorded yet.