Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (since 5 Feb 2002)
    • CF30 Customer (1 Nov 2007 to 30 Oct 2024)
    • CF21 Investment Adviser (5 Feb 2002 to 31 Oct 2007)
    • (2)Employed By (since 5 Feb 2002)

Recent activity

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

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