Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 13 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (25 Apr 2025 to 4 Dec 2025)
  • The Finance Planning Group Limited (no longer approved here)

    FRN 715721

    • [FCA CF] Functions requiring qualifications (12 Jan 2026 to 10 Apr 2026)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (26 Sep 2024 to 6 Jan 2025)
  • Sterling Financial Services (no longer approved here)

    FRN 409749

    • [FCA CF] Functions requiring qualifications (27 Feb 2024 to 30 Aug 2024)

Recent activity

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

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