Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Stonebridge Mortgage Solutions Ltd
FRN 454811
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- CF1 Director (AR) (since 12 Aug 2015)
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I2I Financial Planning Group Ltd
FRN 211688
- (2)Employed By (since 12 Aug 2015)
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- CF1 Director (AR) (29 Jul 2015 to 6 Oct 2016)
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- (16)Employed By (29 Jul 2015 to 6 Oct 2016)
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- CF1 Director (AR) (31 Oct 2004 to 28 Aug 2015)
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- CF1 Director (AR) (22 May 2002 to 29 Oct 2007)
- CF7 Sole Trader (AR) (1 Dec 2001 to 22 May 2002)
- CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)
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- CF1 Director (AR) (22 May 2002 to 29 Oct 2007)
- CF7 Sole Trader (AR) (1 Dec 2001 to 22 May 2002)
- CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (16)Employed By at Chrysalis Wealth Management Ltd
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controlled function removed: Employed By at I2I Financial Planning Group Ltd
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controlled function added: (2)Employed By at I2I Financial Planning Group Ltd