Where they hold approval

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

  • Evergreen Financial Planning LTD (no longer approved here)

    FRN 998172

    • (1)Employed By (7 Jul 2023 to 26 Aug 2025)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 26 Aug 2025)
    • CF1 Director (AR) (26 Mar 2021 to 4 Aug 2025)
    • [FCA CF] Client dealing (10 Aug 2020 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (10 Aug 2020 to 30 Apr 2021)
    • CF30 Customer (28 Apr 2016 to 8 Dec 2019)

Recent activity

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

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