Where they hold approval

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

  • Exeter Friendly Society Limited (no longer approved here)

    FRN 205309

    • CF1 Director (5 Sep 2014 to 2 Sep 2016)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • Responsible for Insurance Mediation (19 Jan 2011 to 2 Aug 2013)
    • CF29 Significant management (19 Jan 2011 to 2 Aug 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • Responsible for Insurance Mediation (29 Jan 2010 to 14 Sep 2010)
    • CF29 Significant management (1 Nov 2007 to 14 Sep 2010)
    • CF16 Significant Mgt (Desgntd Investment Business) (17 Jan 2005 to 31 Oct 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF16 Significant Mgt (Desgntd Investment Business) (17 Jan 2005 to 1 Aug 2005)

Recent activity

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

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