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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 13 Apr 2026)
    • CF30 Customer (since 9 Apr 2026)
    • (34)Employed By (since 9 Apr 2026)
  • Vision Financial Advisers Ltd (no longer approved here)

    FRN 478519

    • [FCA CF] Functions requiring qualifications (25 Feb 2025 to 10 Mar 2026)
  • Homes Made Simple Limited (no longer approved here)

    FRN 742389

    • [FCA CF] Functions requiring qualifications (10 Sep 2020 to 2 Apr 2025)

Recent activity

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

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