Where they hold approval

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

  • Mortgage Advice Bureau South West Ltd (no longer approved here)

    FRN 302978

    • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 29 Oct 2024)
    • SMF27 Partner (9 Dec 2019 to 29 Oct 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 29 Oct 2024)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF4 Partner (31 Oct 2004 to 8 Dec 2019)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 12 Aug 2002)
    • CF4 Partner (1 Dec 2001 to 12 Aug 2002)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF4 Partner (1 Dec 2001 to 12 Aug 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 12 Aug 2002)

Recent activity

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

No changes recorded yet.