Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 30 Jun 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jan 2021)
  • Stepping Stones Financial Planning LLP (no longer approved here)

    FRN 799041

    • [FCA CF] Functions requiring qualifications (25 Feb 2021 to 30 Jun 2023)

Recent activity

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

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