Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Pensionhelp Limited
FRN 754665
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
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- CF30 Customer (1 Aug 2017 to 5 Nov 2019)
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- CF30 Customer (24 Jun 2015 to 31 Jul 2017)
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- Employed By (24 Jun 2015 to 31 Jul 2017)
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- CF30 Customer (1 May 2008 to 31 Oct 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.