Where they hold approval

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

    • (75)Employed By (since 14 Mar 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 25 Feb 2025)
    • CF4 Partner (AR) (since 9 Jun 2023)
    • [FCA CF] Client dealing (since 13 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2023)
    • (2)Employed By (since 9 Jun 2023)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (27)Employed By (25 Feb 2025 to 14 Mar 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2023)
    • CF30 Customer (30 Jul 2010 to 3 Jan 2023)
    • CF4 Partner (AR) (30 Jul 2010 to 3 Jan 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF4 Partner (AR) (29 Dec 2009 to 26 Aug 2010)
    • CF30 Customer (1 Nov 2007 to 26 Aug 2010)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Jun 2005 to 31 Jan 2007)
  • R A Armitage & Associates Partnership (no longer approved here)

    FRN 215885

    • (16)Employed By (1 Dec 2001 to 3 Jan 2023)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (27)Employed By at Taylored Advice Group Limited