Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Blackstone Moregate Limited
FRN 459051
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- CF30 Customer (since 21 Nov 2025)
- CF1 Director (AR) (since 21 Nov 2025)
- [FCA CF] Client dealing (since 22 Sep 2025)
- [FCA CF] Functions requiring qualifications (since 22 Sep 2025)
- Appointed representative dealing with clients for which they require qualification (since 22 Sep 2025)
-
Edale UK Management Limited
FRN 812332
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 8. Giving personal recommendations on investments in the course of corporate finance business
- 7. Giving personal recommendations on long-term care insurance contracts
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 17. Administrative functions in relation to managing investments
- 14. Managing investments
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 1 Aug 2025)
- [FCA CF] Client dealing (since 1 Aug 2025)
-
- [FCA CF] Functions requiring qualifications (3 Feb 2025 to 1 Aug 2025)
- [FCA CF] Client dealing (3 Feb 2025 to 1 Aug 2025)
-
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2025)
- CF1 Director (AR) (3 Jan 2019 to 3 Feb 2025)
- CF30 Customer (15 Sep 2015 to 3 Feb 2025)
-
- CF30 Customer (7 Oct 2009 to 30 Dec 2011)
-
- CF30 Customer (1 Nov 2007 to 30 Sep 2009)
- CF21 Investment Adviser (30 Oct 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (11 Jun 2007 to 30 Oct 2007)
-
- CF21 Investment Adviser (1 Aug 2006 to 8 Jun 2007)
- CF22 Investment Adviser (Trainee) (22 Nov 2005 to 1 Aug 2006)
-
- CF22 Investment Adviser (Trainee) (26 Apr 2004 to 12 Oct 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.