Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Orchard Financial Solutions Ltd
FRN 623905
- 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 1 Nov 2024)
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- [FCA CF] Client dealing (1 Feb 2021 to 7 Jul 2022)
- [FCA CF] Functions requiring qualifications (1 Feb 2021 to 7 Jul 2022)
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- CF1 Director (AR) (23 May 2017 to 25 Oct 2017)
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- Employed By (23 May 2017 to 25 Oct 2017)
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- (3)Employed By (21 May 2009 to 16 Jul 2010)
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- CF30 Customer (1 Nov 2007 to 6 May 2009)
- CF21 Investment Adviser (24 Jul 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (10 Mar 2006 to 24 Jul 2007)
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- CF21 Investment Adviser (28 Apr 2004 to 12 Apr 2006)
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- (13)Employed By (14 Aug 2003 to 12 Apr 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.