Where they hold approval

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

    • CF1 Director (AR) (since 7 Jul 2022)
    • CF30 Customer (since 4 Oct 2016)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Dec 2022)
    • (1)Employed By (since 7 Jul 2022)

Recent activity

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

  1. controlled function removed: Employed By at Copestone Wealth Management Limited

  2. controlled function added: (1)Employed By at Copestone Wealth Management Limited