Where they hold approval

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

    • CF1 Director (AR) (since 7 Aug 2024)
    • (1)Employed By (since 7 Aug 2024)
    • 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)
    • CF1 Director (AR) (since 14 Dec 2020)
    • CF30 Customer (since 14 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (16 Nov 2018 to 8 Dec 2019)
    • CF30 Customer (16 Nov 2018 to 8 Dec 2019)
    • (2)Employed By (since 14 Dec 2020)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (24 Aug 2011 to 31 Jan 2019)
  • McCann Financial Planning (3200) (no longer approved here)

    FRN 197072

    • (4)Employed By (5 Jul 2005 to 25 Aug 2011)
  • Financial Solutions (no longer approved here)

    FRN 177623

    • (7)Employed By (20 Nov 1998 to 21 Feb 2003)

Recent activity

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

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