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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsible for Insurance Distribution (since 31 Aug 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2021)
    • Responsibility for MCD Intermediation (since 1 Sep 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • CF1 Director (25 Nov 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (25 Nov 2019 to 8 Dec 2019)
    • SMF3 Executive Director (since 7 Mar 2022)
    • SMF1 Chief Executive (since 7 Mar 2022)
    • SMF16 Compliance Oversight (since 7 Mar 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 7 Mar 2022)

Recent activity

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

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