Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 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)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (24 May 2023 to 21 Jul 2023)
  • Finance Advice Group Ltd (no longer approved here)

    FRN 624517

    • Appointed representative dealing with clients for which they require qualification (24 May 2023 to 6 Sep 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • 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.

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