Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 30 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Nov 2020)
  • Principality Building Society (no longer approved here)

    FRN 155998

    • [FCA CF] Functions requiring qualifications (2 Oct 2017 to 27 Nov 2020)

Recent activity

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

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