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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 15 Sep 2025)
    • [FCA CF] Client dealing (since 15 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (15 Sep 2025 to 16 Sep 2025)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Sep 2025)
    • CF1 Director (AR) (21 May 2014 to 15 Sep 2025)

Recent activity

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

No changes recorded yet.