Where they hold approval

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

  • Lovewell Blake Financial Planning Limited (no longer approved here)

    FRN 190079

    • [FCA CF] Client dealing (13 May 2022 to 31 Mar 2025)
    • [FCA CF] Significant management (9 Dec 2019 to 13 May 2022)
    • SMF16 Compliance Oversight (9 Dec 2019 to 3 Dec 2024)
    • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • CF10 Compliance Oversight (20 Nov 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (20 Nov 2019 to 3 Dec 2024)
    • CF1 Director (15 Oct 2012 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (28 Apr 2003 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.