Where they hold approval

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

    • (1)Employed By (since 13 Mar 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 1 Mar 2025)
    • [FCA CF] Client dealing (since 28 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 28 Jan 2025)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (26)Employed By (1 Mar 2025 to 13 Mar 2025)
  • THE PENSION DRAWDOWN COMPANY LTD. (no longer approved here)

    FRN 709479

    • [FCA CF] Client dealing (2 Nov 2021 to 3 Mar 2022)
    • [FCA CF] Functions requiring qualifications (2 Nov 2021 to 3 Mar 2022)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (26)Employed By at Taylored Advice Group Limited