Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Money Doctor Financial Planning Ltd
FRN 442144
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Client dealing (since 14 Jul 2025)
- [FCA CF] Functions requiring qualifications (since 14 Jul 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jul 2024)
- CF30 Customer (6 Mar 2019 to 10 Jul 2024)
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- (8)Employed By (6 Mar 2019 to 10 Jul 2024)
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- CF30 Customer (22 Apr 2013 to 4 Mar 2019)
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- CF30 Customer (14 Mar 2011 to 3 Apr 2013)
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- CF30 Customer (27 Jul 2009 to 29 Mar 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.