Where they hold approval

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

  • Family Finance Centre Group Ltd (no longer approved here)

    FRN 708406

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 21 Apr 2023)
    • SMF3 Executive Director (9 Dec 2019 to 4 Apr 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 4 Apr 2023)
    • Responsibility for MCD Intermediation (16 May 2016 to 4 Apr 2023)
    • CF30 Customer (11 Dec 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (11 Dec 2015 to 30 Sep 2018)
    • CF1 Director (11 Dec 2015 to 8 Dec 2019)
  • Park View Financial Planning Limited (no longer approved here)

    FRN 229206

    • (5)Employed By (17 Mar 2005 to 11 Jan 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (3 Dec 2004 to 10 Mar 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

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