Where they hold approval

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

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Pension Income Planning Limited (no longer approved here)

    FRN 713438

    • (20)[FCA CF] Client dealing (9 Dec 2019 to 15 Apr 2025)
    • (21)[FCA CF] Manager of certification employee (9 Dec 2019 to 10 Feb 2026)
    • (22)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2025)
    • (19)CF30 Customer (6 Oct 2016 to 8 Dec 2019)

Recent activity

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

  1. controlled function added: (19)CF30 Customer at Pension Income Planning Limited

  2. controlled function added: (20)[FCA CF] Client dealing at Pension Income Planning Limited

  3. controlled function added: (21)[FCA CF] Manager of certification employee at Pension Income Planning Limited

  4. controlled function added: (22)[FCA CF] Functions requiring qualifications at Pension Income Planning Limited