Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Money Partnership Limited
FRN 954255
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 7 Nov 2025)
- [FCA CF] Client dealing (since 7 Nov 2025)
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- [FCA CF] Client dealing (3 Jan 2024 to 4 Nov 2025)
- [FCA CF] Functions requiring qualifications (3 Jan 2024 to 4 Nov 2025)
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- [FCA CF] Functions requiring qualifications (14 Jan 2022 to 22 Feb 2024)
- [FCA CF] Client dealing (14 Jan 2022 to 22 Feb 2024)
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- CF30 Customer (14 Apr 2020 to 6 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2022)
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- Employed By (14 Apr 2020 to 6 Apr 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.