Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Finance Planning Group Limited
FRN 715721
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 11 Apr 2024)
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- [FCA CF] Functions requiring qualifications (1 Nov 2022 to 1 May 2024)
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- Appointed representative dealing with clients for which they require qualification (8 Jul 2020 to 29 Nov 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.