Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 2 Jan 2026)
    • [FCA CF] Client dealing (since 2 Jan 2026)
  • Financial Planning For Professionals Limited (no longer approved here)

    FRN 523366

    • (18)Employed By (18 May 2010 to 28 Dec 2025)
  • Consular Financial Planning Limited (no longer approved here)

    FRN 521007

    • Employed By (16 Apr 2010 to 28 Dec 2025)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • CF30 Customer (1 Nov 2007 to 28 Dec 2025)
    • CF21 Investment Adviser (1 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Apr 2005 to 1 Dec 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (19 Aug 2004 to 7 Mar 2005)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 19 Aug 2004)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (18)Employed By at Financial Planning For Professionals Limited