Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 10 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 16 Oct 2023)
    • (1)Employed By (since 10 Aug 2025)
  • MARSHALL PENSION & FINANCIAL PLANNING LTD (no longer approved here)

    FRN 781168

    • Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 23 Mar 2022)
    • [FCA CF] Client dealing (1 Sep 2020 to 2 Sep 2020)

Recent activity

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

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