Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sense Network Limited
FRN 465124
- 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
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 23 Dec 2024)
- Appointed representative dealing with clients for which they require qualification (since 23 Dec 2024)
- CF1 Director (AR) (since 14 Nov 2024)
- CF30 Customer (since 14 Nov 2024)
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Intellego Financial Planning Ltd
FRN 1021807
- (1)Employed By (since 14 Nov 2024)
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- [FCA CF] Client dealing (8 Apr 2022 to 20 Dec 2024)
- [FCA CF] Functions requiring qualifications (8 Apr 2022 to 20 Dec 2024)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jun 2022)
- CF30 Customer (25 Jan 2019 to 8 Jun 2022)
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- CF30 Customer (6 Aug 2012 to 27 Dec 2018)
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- Employed By (6 Aug 2012 to 27 Dec 2018)
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- CF30 Customer (13 Dec 2007 to 14 Jan 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.