Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Vale Independent Financial Advisers Limited
FRN 491461
- 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 1 Sep 2025)
-
Lifestyle (Glamorgan) Limited
FRN 541659
- 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 21 Jun 2021)
-
- (2)[FCA CF] Functions requiring qualifications (29 Apr 2022 to 27 Jun 2025)
-
- [FCA CF] Functions requiring qualifications (19 Feb 2020 to 28 Jun 2021)
Recent activity
Updates to this individual's record on the FCA register.
-
controlled function added: (2)[FCA CF] Functions requiring qualifications at Lifestyle Pensions and Investments Ltd