Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Stonebridge Mortgage Solutions Ltd
FRN 454811
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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- Appointed representative dealing with clients for which they require qualification (28 Sep 2023 to 30 Aug 2024)
- CF30 Customer (18 Sep 2023 to 30 Aug 2024)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
- CF30 Customer (14 Aug 2015 to 1 Sep 2023)
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- (9)Employed By (14 Aug 2015 to 1 Sep 2023)
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- (7)Employed By (13 Dec 2011 to 29 Jun 2015)
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- CF30 Customer (1 Nov 2007 to 29 Oct 2011)
- CF21 Investment Adviser (17 Jun 2004 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (31 Oct 2003 to 17 Jun 2004)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (9)Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (7)Employed By at The Mortgage Shop (NI) Ltd