Where they hold approval

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

  • Yodelar Investments Limited (no longer approved here)

    FRN 810056

    • (22)[FCA CF] Client dealing (1 Jun 2021 to 13 Oct 2021)
    • (23)[FCA CF] Functions requiring qualifications (1 Jun 2021 to 13 Oct 2021)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (22 Jun 2015 to 8 Jul 2016)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF30 Customer (1 Nov 2007 to 1 Jan 2013)
    • CF21 Investment Adviser (24 Dec 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Dec 2001 to 24 Dec 2002)

Recent activity

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

  1. controlled function added: (22)[FCA CF] Client dealing at Yodelar Investments Limited

  2. controlled function added: (23)[FCA CF] Functions requiring qualifications at Yodelar Investments Limited