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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • SMF3 Executive Director (since 13 Sep 2024)
    • Responsible for Insurance Distribution (since 13 Sep 2024)
    • Responsibility for MCD Intermediation (since 13 Sep 2024)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (since 1 Jun 2006)
    • CF21 Investment Adviser (21 Oct 2005 to 31 Oct 2007)
    • SMF29 Limited scope function (limited scope SMCR firms only) (since 17 Mar 2023)
  • Create FM Ltd

    FRN 585747

    • Employed By (since 1 Jun 2018)
    • (1)Employed By (since 23 Feb 2007)
  • MacRobins Ltd

    FRN 454247

    • (2)Employed By (since 5 Jul 2006)
  • Hoyl Capital Ltd (no longer approved here)

    FRN 517360

    • Employed By (18 Feb 2010 to 28 Feb 2013)
  • Hoyl Financial Management Ltd (no longer approved here)

    FRN 502634

    • (1)Employed By (22 Jun 2009 to 17 Oct 2021)
  • A Plus Financial Management Ltd (no longer approved here)

    FRN 231517

    • Employed By (23 Apr 2007 to 17 Jan 2017)
  • Phoenix (IPN) Ltd (no longer approved here)

    FRN 401119

    • (1)Employed By (23 Feb 2007 to 8 Jul 2025)

Recent activity

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

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