Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [PRA CF] Key function holder (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 4 Nov 2024)
    • SMF3 Executive Director (9 Dec 2019 to 4 Nov 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 4 Nov 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 4 Nov 2024)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 4 Nov 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Jan 2006 to 30 Sep 2018)
    • CF1 Director (3 Jan 2006 to 8 Dec 2019)
    • CF10 Compliance Oversight (3 Jan 2006 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (3 Jan 2006 to 8 Dec 2019)
    • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (3 Jan 2006 to 31 Mar 2009)

Recent activity

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

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