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
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 9 Jul 2008)
  • Lifetime Wealth Management Limited (no longer approved here)

    FRN 400358

    • (50)Employed By (9 Jul 2008 to 19 Dec 2025)

Recent activity

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

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