Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Finance Planning Group Limited
FRN 715721
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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- CF30 Customer (2 Sep 2008 to 5 Jan 2010)
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- CF21 Investment Adviser (28 Feb 2006 to 4 Jul 2006)
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- CF21 Investment Adviser (28 Feb 2006 to 4 Jul 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.