Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Everlong Wealth Limited
FRN 443209
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 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
- SMF3 Executive Director (since 13 Feb 2026)
- SMF16 Compliance Oversight (since 28 Jun 2022)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- SMF3 Executive Director (9 Dec 2019 to 28 Jun 2022)
- CF1 Director (9 Jan 2015 to 8 Dec 2019)
- CF30 Customer (21 Jan 2008 to 8 Dec 2019)
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- CF24 Pension Transfer Specialist (27 Mar 2006 to 26 Jan 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.