Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (26 Jan 2021 to 10 May 2022)
  • WPS ADVISORY Ltd (no longer approved here)

    FRN 624546

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jan 2021)
    • CF30 Customer (24 Apr 2018 to 8 Dec 2019)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF21 Investment Adviser (2 Nov 2004 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.