Last updated
1 week ago
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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
    • [FCA CF] Functions requiring qualifications (since 2 Apr 2025)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Client dealing (28 Dec 2023 to 1 Nov 2024)
    • [FCA CF] Functions requiring qualifications (28 Dec 2023 to 3 Apr 2025)
  • The Finance Family Limited (no longer approved here)

    FRN 813073

    • [FCA CF] Functions requiring qualifications (6 Jun 2023 to 2 Jan 2024)
    • [FCA CF] Client dealing (6 Jun 2023 to 2 Jan 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2023)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • CF1 Director (AR) (23 Jan 2013 to 22 May 2017)

Recent activity

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

No changes recorded yet.