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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsible for Insurance Distribution (since 2 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Significant management (9 Dec 2019 to 10 Dec 2019)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 10 Dec 2019)
    • Responsibility for MCD Intermediation (27 Sep 2016 to 2 Apr 2025)
    • CF11 Money Laundering Reporting (20 Mar 2015 to 21 Dec 2017)
    • CF10 Compliance Oversight (20 Mar 2015 to 21 Dec 2017)
    • CF30 Customer (1 Nov 2007 to 6 Dec 2010)
    • CF1 Director (23 Aug 2004 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.