Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

    • (8)Employed By (since 8 Jan 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 20 Apr 2016)
    • CF1 Director (AR) (29 Mar 2018 to 6 Feb 2025)
  • Chesterton House Financial Planning Ltd (no longer approved here)

    FRN 126368

    • CF30 Customer (14 Nov 2014 to 4 Jan 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (21 Aug 2006 to 3 Aug 2007)
    • CF22 Investment Adviser (Trainee) (26 Jan 2005 to 21 Aug 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (30 Mar 2004 to 19 Nov 2004)

Recent activity

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

No changes recorded yet.