Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
GROVE PENSION SOLUTIONS LTD
FRN 465051
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 3 Feb 2026)
- [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
- [FCA CF] Client dealing (10 Feb 2023 to 6 Sep 2023)
- [FCA CF] Functions requiring qualifications (6 Sep 2021 to 6 Sep 2023)
-
- (6)[FCA CF] Functions requiring qualifications (4 Apr 2024 to 14 Jan 2026)
- (5)[FCA CF] Client dealing (4 Apr 2024 to 14 Jan 2026)
-
- [FCA CF] Functions requiring qualifications (23 Jan 2019 to 4 May 2021)
Recent activity
Updates to this individual's record on the FCA register.
-
controlled function added: (5)[FCA CF] Client dealing at Pension Income Planning Limited
-
controlled function added: (6)[FCA CF] Functions requiring qualifications at Pension Income Planning Limited