Last updated
1 week ago
Watch for changes

Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Jun 2025)
    • CF1 Director (AR) (since 29 May 2025)
    • CF30 Customer (since 29 May 2025)
    • CF30 Customer (1 Dec 2015 to 24 Mar 2017)
    • Employed By (since 29 May 2025)
  • Fintuity Limited (no longer approved here)

    FRN 814106

    • [FCA CF] Functions requiring qualifications (8 Jul 2024 to 31 May 2025)
    • [FCA CF] Client dealing (8 Jul 2024 to 31 May 2025)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • [FCA CF] Functions requiring qualifications (28 Mar 2023 to 28 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Jun 2024)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • CF1 Director (AR) (3 Jun 2021 to 28 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (5 May 2021 to 28 Jun 2024)
  • Wizard Mortgages Limited (no longer approved here)

    FRN 950373

    • Employed By (3 Jun 2021 to 28 Jun 2024)
  • Hackett Wealth Management (no longer approved here)

    FRN 196815

    • (13)Employed By (1 Dec 2015 to 24 Mar 2017)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (14 Jun 2012 to 12 Jun 2013)
  • Cadde Financial Limited (no longer approved here)

    FRN 169690

    • Employed By (14 Jun 2012 to 12 Jun 2013)

Recent activity

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

No changes recorded yet.