Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The On-Line Partnership Limited
FRN 192638
- 7. Giving personal recommendations on long-term care insurance contracts
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 9A. Advising on P2P agreements
- 11. Pension transfer specialist
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 4 Dec 2014)
- CF1 Director (AR) (4 Dec 2014 to 10 Jun 2020)
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Cedarwood Wealth Management Ltd
FRN 655489
- Employed By (since 27 Nov 2014)
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- CF30 Customer (26 Sep 2011 to 16 Mar 2012)
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- CF30 Customer (27 Jun 2011 to 12 Sep 2011)
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- CF30 Customer (23 Nov 2010 to 20 Jun 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.