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
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jul 2025)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (21 Mar 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Jun 2005 to 21 Mar 2006)
  • Ecclesiastical Life Limited (no longer approved here)

    FRN 110318

    • CF21 Investment Adviser (5 Feb 2004 to 20 Jun 2005)

Recent activity

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

No changes recorded yet.