Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Equity Release and Mortgage Partnership Ltd
FRN 986900
- 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 1 Aug 2023)
- Responsibility for MCD Intermediation (since 2 May 2023)
- Responsible for Insurance Distribution (since 2 May 2023)
- SMF16 Compliance Oversight (since 2 May 2023)
- SMF3 Executive Director (since 2 May 2023)
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- [FCA CF] Functions requiring qualifications (12 Jan 2022 to 18 May 2023)
- Appointed representative dealing with clients for which they require qualification (10 May 2021 to 12 Jan 2022)
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- [FCA CF] Functions requiring qualifications (5 Feb 2018 to 17 Feb 2021)
Recent activity
Updates to this individual's record on the FCA register.
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