Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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MEDICAL & FINANCIAL LIMITED
FRN 468636
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 9A. Advising on P2P agreements
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 22 Jul 2025)
- [FCA CF] Functions requiring qualifications (since 6 Apr 2020)
- Appointed representative dealing with clients for which they require qualification (since 6 Apr 2020)
- CF30 Customer (since 6 Apr 2020)
- [FCA CF] Client dealing (since 6 Apr 2020)
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Granta Financial Services Ltd
FRN 920337
- (1)Employed By (since 6 Apr 2020)
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- (2)Employed By (1 Oct 1998 to 30 Aug 2015)
Recent activity
Updates to this individual's record on the FCA register.
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