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 1 Sep 2025)
    • 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)
  • Lifestyle Pensions and Investments Ltd (no longer approved here)

    FRN 831668

    • (2)[FCA CF] Functions requiring qualifications (29 Apr 2022 to 27 Jun 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (19 Feb 2020 to 28 Jun 2021)

Recent activity

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

  1. controlled function added: (2)[FCA CF] Functions requiring qualifications at Lifestyle Pensions and Investments Ltd