Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Step-By-Step Financial Planners Limited
FRN 524966
- SMF3 Executive Director (since 22 May 2024)
- Responsibility for MCD Intermediation (since 22 May 2024)
- Responsible for Insurance Distribution (since 22 May 2024)
- SMF1 Chief Executive (since 22 May 2024)
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- SMF27 Partner (9 Dec 2019 to 4 Mar 2020)
- CF30 Customer (9 Jul 2018 to 8 Dec 2019)
- CF4 Partner (11 Dec 2015 to 8 Dec 2019)
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- CF21 Investment Adviser (31 Jan 2002 to 31 Jan 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.