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 29 Oct 2024)
    • [FCA CF] Client dealing (10 Oct 2023 to 19 Jul 2024)
    • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 19 Jul 2024)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (1 Aug 2024 to 28 Oct 2024)

Recent activity

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

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