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
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2025)
  • Connells Limited (no longer approved here)

    FRN 302221

    • [FCA CF] Functions requiring qualifications (28 Feb 2024 to 21 Feb 2025)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (9 Mar 2023 to 16 Nov 2023)
  • The Mortgage Exchange Ltd (no longer approved here)

    FRN 924718

    • [FCA CF] Functions requiring qualifications (24 Oct 2022 to 24 Jan 2023)
  • CHARWIN PRIVATE CLIENTS LIMITED (no longer approved here)

    FRN 498486

    • [FCA CF] Functions requiring qualifications (18 Mar 2021 to 21 Oct 2022)

Recent activity

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

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