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
    • CF4 Partner (AR) (since 7 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (11 Dec 2007 to 13 Apr 2011)
    • CF1 Director (AR) (26 Apr 2006 to 27 Jun 2013)
    • (2)Employed By (since 7 May 2025)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF1 Director (AR) (26 Mar 2004 to 2 Feb 2006)
  • HF Wealth Planning Ltd (no longer approved here)

    FRN 223494

    • (8)Employed By (18 Mar 2003 to 2 Feb 2006)

Recent activity

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

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