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
    • 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 29 Apr 2024)
    • CF1 Director (AR) (since 8 Dec 2022)
    • [FCA CF] Functions requiring qualifications (29 Apr 2024 to 30 Apr 2024)
    • CF1 Director (AR) (since 8 Dec 2022)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2022 to 27 Apr 2024)
    • CF1 Director (AR) (17 Nov 2022 to 27 Apr 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (20 Jan 2010 to 30 Sep 2022)
    • CF4 Partner (AR) (16 Apr 2009 to 7 Jun 2010)

Recent activity

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

No changes recorded yet.