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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 6 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (since 6 Nov 2023)
    • CF1 Director (AR) (since 27 Oct 2023)
    • CF30 Customer (since 27 Oct 2023)
    • (1)Employed By (since 27 Oct 2023)
  • Haven Global Strategies Limited (no longer approved here)

    FRN 844313

    • [FCA CF] Functions requiring qualifications (30 May 2023 to 21 Jul 2023)
    • [FCA CF] Client dealing (30 May 2023 to 21 Jul 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 24 Mar 2023)
    • CF30 Customer (10 Jan 2020 to 24 Mar 2023)
  • Ramzy Abu-Eda (no longer approved here)

    FRN 793429

    • Employed By (22 Oct 2018 to 10 Sep 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (6 Mar 2014 to 23 Nov 2017)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (578)Employed By (6 Mar 2014 to 23 Nov 2017)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 31 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (1 Nov 2007 to 16 Sep 2010)
    • CF21 Investment Adviser (27 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Jan 2006 to 27 Jun 2006)

Recent activity

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

No changes recorded yet.