Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (12)Employed By (since 28 Feb 2025)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 5 Feb 2020)
    • CF30 Customer (since 27 Jan 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (19 Oct 2016 to 18 Jan 2020)
    • CF30 Customer (26 Oct 2011 to 8 May 2012)

Recent activity

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

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