Where they hold approval

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

  • Kellyhill Financial Planning Ltd (no longer approved here)

    FRN 989286

    • (5)Employed By (16 Aug 2023 to 4 Jan 2024)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 5 Feb 2024)
    • CF1 Director (AR) (22 Mar 2021 to 4 Jan 2024)
    • CF30 Customer (22 Mar 2021 to 4 Jan 2024)
    • [FCA CF] Client dealing (2 Jul 2020 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 30 Apr 2021)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (28 Nov 2011 to 9 Sep 2013)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (16 Jun 2005 to 1 Jan 2006)
    • CF22 Investment Adviser (Trainee) (7 Feb 2005 to 16 Jun 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2002)

Recent activity

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

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