Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Odyssey Financial Planning Ltd
FRN 829941
- 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
- [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
- [FCA CF] Client dealing (since 1 Sep 2025)
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- [FCA CF] Functions requiring qualifications (6 Jun 2022 to 7 Nov 2025)
- [FCA CF] Client dealing (6 Jun 2022 to 7 Nov 2025)
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- Appointed representative dealing with clients for which they require qualification (1 Oct 2020 to 1 Jun 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.