Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Key Advice Solutions Limited
FRN 979290
- (1)Employed By (since 11 Aug 2022)
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Key Retirement Solutions Limited
FRN 224987
- SMF1 Chief Executive (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF1 Director (AR) (since 13 Oct 2017)
- Responsibility for MCD Intermediation (since 18 Aug 2017)
- SMF4 Chief Risk (28 May 2021 to 12 Dec 2022)
- SMF16 Compliance Oversight (9 Dec 2019 to 12 Dec 2022)
- Responsible for Insurance Mediation (8 May 2018 to 30 Sep 2018)
- CF1 Director (18 Aug 2017 to 8 Dec 2019)
- CF3 Chief Executive (18 Aug 2017 to 8 Dec 2019)
- CF10 Compliance Oversight (18 Aug 2017 to 8 Dec 2019)
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Tere Advisers LTD
FRN 916047
- (1)Employed By (since 8 Nov 2019)
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MODERN LENDING ADVISERS LIMITED
FRN 796140
- (1)Employed By (since 5 Apr 2018)
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The Retirement Lending Advisers
FRN 712034
- (1)Employed By (since 13 Oct 2017)
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- Employed By (13 Oct 2017 to 15 Jan 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.