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
    • [FCA CF] Functions requiring qualifications (since 16 Jun 2025)
  • Wealthmax Financial Advisers Limited (no longer approved here)

    FRN 766509

    • CF1 Director (AR) (27 Feb 2024 to 30 May 2025)
    • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 3 Jun 2025)
    • [FCA CF] Functions requiring qualifications (12 Jan 2023 to 28 Mar 2023)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • Appointed representative dealing with clients for which they require qualification (9 Oct 2020 to 8 Dec 2022)
    • CF1 Director (AR) (10 Oct 2017 to 30 Apr 2020)
  • Henry James Mortgage & Financial Solutions Ltd (no longer approved here)

    FRN 749092

    • (2)Employed By (10 Oct 2017 to 30 Apr 2020)

Recent activity

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

No changes recorded yet.