Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The On-Line Partnership Limited
FRN 192638
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 11. Pension transfer specialist
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 9A. Advising on P2P agreements
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- CF1 Director (AR) (since 18 Mar 2013)
- CF30 Customer (since 22 Aug 2012)
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Citywide Wealth Ltd
FRN 714649
- SMF3 Executive Director (since 9 Dec 2019)
- SMF16 Compliance Oversight (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF10 Compliance Oversight (26 Jun 2019 to 8 Dec 2019)
- CF1 Director (3 Jun 2016 to 8 Dec 2019)
- Responsible for Insurance Mediation (3 Jun 2016 to 30 Sep 2018)
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Active Money Solutions Limited
FRN 585175
- (1)Employed By (since 22 Aug 2012)
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- Employed By (9 May 2011 to 6 Jun 2012)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Active Money Solutions Limited
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controlled function added: (1)Employed By at Active Money Solutions Limited