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
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2022)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 11 Aug 2021)
    • [FCA CF] Functions requiring qualifications (30 Nov 2020 to 11 Aug 2021)
  • Equity Release Associates Limited (no longer approved here)

    FRN 932793

    • [FCA CF] Functions requiring qualifications (3 Aug 2020 to 30 Oct 2020)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Oct 2020)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (11 Jun 2012 to 31 May 2013)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (18 Feb 2011 to 10 May 2011)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (6 Apr 2010 to 3 Feb 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 2 Jun 2006)

Recent activity

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

No changes recorded yet.