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
    • Appointed representative dealing with clients for which they require qualification (since 27 Jun 2022)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (10 Apr 2020 to 8 Jul 2022)
    • CF1 Director (AR) (10 Apr 2020 to 8 Jul 2022)
  • Worldwide Financial Planning Ltd (no longer approved here)

    FRN 440668

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Apr 2020)

Recent activity

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

No changes recorded yet.