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
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 9A. Advising on P2P agreements
- 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
- Appointed representative dealing with clients for which they require qualification (since 12 Dec 2023)
- Director of firm who is not a certification employee or a SMF manager (since 12 Dec 2023)
- CF30 Customer (since 27 Nov 2023)
- CF1 Director (AR) (since 27 Nov 2023)
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- Appointed representative dealing with clients for which they require qualification (11 Jan 2021 to 11 Dec 2023)
- CF30 Customer (8 Jan 2021 to 11 Dec 2023)
- CF1 Director (AR) (8 Jan 2021 to 11 Dec 2023)
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- (1)Employed By (8 Jan 2021 to 11 Dec 2023)
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- CF30 Customer (15 Jun 2015 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Jigsaw Wealth Management Ltd
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controlled function added: (1)Employed By at Jigsaw Wealth Management Ltd