Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lifetime Equity Release Ltd
FRN 936736
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 16 Jan 2024)
- [FCA CF] Client dealing (16 Jan 2024 to 17 Jan 2024)
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Inspirational Financial Management Ltd
FRN 223511
- 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] Significant management (since 10 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
- Responsibility for MCD Intermediation (since 21 Mar 2016)
- CF11 Money Laundering Reporting (28 Jul 2003 to 8 Dec 2019)
- CF1 Director (28 Jul 2003 to 8 Dec 2019)
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- (2)Employed By (16 Aug 2002 to 25 Jul 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.