Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Winstree Financial Services Ltd
FRN 810624
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 1 Jan 2025)
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- Appointed representative dealing with clients for which they require qualification (24 May 2023 to 21 Jul 2023)
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- Appointed representative dealing with clients for which they require qualification (24 May 2023 to 6 Sep 2024)
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- Appointed representative dealing with clients for which they require qualification (17 May 2022 to 18 Jul 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.