Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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New Leaf Distribution Limited
FRN 460421
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 9 May 2019)
- [FCA CF] Client dealing (9 Dec 2019 to 22 Aug 2023)
- CF30 Customer (15 Dec 2016 to 22 Aug 2023)
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Cruze Financial Solutions LTD
FRN 836340
- Employed By (since 9 May 2019)
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- (1)Employed By (15 Dec 2016 to 24 Aug 2020)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Evolution Financial Planning Ltd.
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controlled function added: (1)Employed By at Evolution Financial Planning Ltd.