Where they hold approval

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

    • 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)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • 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)
  • Jigsaw Wealth Management Ltd (no longer approved here)

    FRN 931055

    • (1)Employed By (8 Jan 2021 to 11 Dec 2023)
  • AFFINITY FINANCIAL ADVISORS LIMITED (no longer approved here)

    FRN 457234

    • CF30 Customer (15 Jun 2015 to 8 Dec 2019)

Recent activity

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

  1. controlled function removed: Employed By at Jigsaw Wealth Management Ltd

  2. controlled function added: (1)Employed By at Jigsaw Wealth Management Ltd