Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Worldwide Financial Planning Ltd
FRN 440668
- 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 18 May 2022)
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- Appointed representative dealing with clients for which they require qualification (2 Jun 2021 to 12 May 2022)
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- [FCA CF] Functions requiring qualifications (7 Mar 2016 to 30 Jun 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.