Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 1 Oct 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2021)

Recent activity

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

No changes recorded yet.