Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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CHARWIN PRIVATE CLIENTS LIMITED
FRN 498486
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
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Openwork Limited
FRN 408285
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (20 Oct 2020 to 31 Mar 2025)
- CF1 Director (AR) (12 Oct 2020 to 31 Mar 2025)
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- CF30 Customer (1 Nov 2007 to 31 Aug 2014)
- CF21 Investment Adviser (14 May 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (23 Mar 2006 to 14 May 2007)
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- CF21 Investment Adviser (7 Feb 2005 to 10 Feb 2006)
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- (1)Employed By (7 Feb 2005 to 10 Feb 2006)
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- (13)Employed By (25 May 2000 to 12 Sep 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (1)Employed By at Simply Finance Ltd