Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 10 Oct 2025)
- Appointed representative dealing with clients for which they require qualification (since 9 Sep 2024)
- CF30 Customer (since 6 Sep 2024)
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Summercourt Wealth Management
FRN 919030
- (1)Employed By (since 6 Sep 2024)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Summercourt Wealth Management
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controlled function added: (1)Employed By at Summercourt Wealth Management