Where they hold approval

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

  • PLAN SMART FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 625144

    • [FCA CF] Client dealing (29 Apr 2024 to 9 Sep 2024)
    • [FCA CF] Functions requiring qualifications (29 Apr 2024 to 9 Sep 2024)
    • CF30 Customer (22 May 2023 to 25 Oct 2024)
  • H & D WEALTH LIMITED (no longer approved here)

    FRN 133893

    • [FCA CF] Functions requiring qualifications (17 Mar 2023 to 15 May 2025)
  • Owen Matthews Associates Ltd (no longer approved here)

    FRN 192697

    • (11)Employed By (19 Apr 2011 to 19 Aug 2011)

Recent activity

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

No changes recorded yet.