Where they hold approval

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

    • 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)
    • Employed By (since 9 May 2019)
  • Evolution Financial Planning Ltd. (no longer approved here)

    FRN 593368

    • (1)Employed By (15 Dec 2016 to 24 Aug 2020)

Recent activity

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

  1. controlled function removed: Employed By at Evolution Financial Planning Ltd.

  2. controlled function added: (1)Employed By at Evolution Financial Planning Ltd.