Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 12 Nov 2025)
    • [FCA CF] Client dealing (since 12 Nov 2025)
  • HFS Milbourne Financial Services Limited (no longer approved here)

    FRN 125051

    • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)
  • HOWDEN FS LIMITED (no longer approved here)

    FRN 180563

    • [FCA CF] Client dealing (18 May 2023 to 7 Sep 2023)

Recent activity

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

No changes recorded yet.