Where they hold approval

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

    • (2)Employed By (since 7 Apr 2026)
    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF4 Partner (AR) (9 Sep 2010 to 9 Apr 2026)
    • CF21 Investment Adviser (17 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2003 to 17 May 2004)
  • Parnell Financial Management (no longer approved here)

    FRN 415424

    • (4)Employed By (23 Nov 2004 to 9 Apr 2026)

Recent activity

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

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