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
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 19 Aug 2025)
  • PROACTIVE FINANCIAL MANAGEMENT LIMITED (no longer approved here)

    FRN 478111

    • [FCA CF] Client dealing (19 Dec 2019 to 22 Aug 2025)
    • [FCA CF] Functions requiring qualifications (19 Dec 2019 to 22 Aug 2025)

Recent activity

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

No changes recorded yet.