Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Winstree Financial Services Ltd
FRN 810624
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 9 Oct 2025)
- [FCA CF] Client dealing (since 9 Oct 2025)
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- [FCA CF] Functions requiring qualifications (30 Jun 2025 to 3 Oct 2025)
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- [FCA CF] Functions requiring qualifications (4 Sep 2024 to 30 Jul 2025)
- [FCA CF] Client dealing (4 Sep 2024 to 30 Jul 2025)
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- Appointed representative dealing with clients for which they require qualification (10 May 2023 to 3 Jun 2024)
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- [FCA CF] Functions requiring qualifications (5 Dec 2022 to 24 Apr 2023)
Recent activity
Updates to this individual's record on the FCA register.
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