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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2020)
    • [FCA CF] Client dealing (25 Nov 2020 to 30 Aug 2024)
    • CF30 Customer (20 Aug 2018 to 8 Dec 2019)
  • Otter Financial Services Limited (no longer approved here)

    FRN 593699

    • CF30 Customer (10 Jan 2014 to 1 Oct 2018)

Recent activity

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

No changes recorded yet.