Where they hold approval

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

    • 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 28 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (since 28 Nov 2024)
    • CF1 Director (AR) (since 28 Nov 2024)
    • Employed By (since 1 Feb 2013)
  • MF PRIVATE FINANCE LTD (no longer approved here)

    FRN 463375

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 31 Mar 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • CF1 Director (AR) (1 Feb 2013 to 31 Mar 2025)
  • Master Adviser CFP Limited (no longer approved here)

    FRN 458919

    • CF30 Customer (14 Oct 2010 to 16 Jan 2013)

Recent activity

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

No changes recorded yet.