Where they hold approval

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

    • (6)Employed By (since 29 Apr 2024)
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 6 Jan 2022)
    • [FCA CF] Client dealing (since 6 Jan 2022)
    • CF30 Customer (since 21 Dec 2021)
  • Chameleon Financial Planning Ltd (no longer approved here)

    FRN 785369

    • Employed By (21 Dec 2021 to 3 Mar 2025)

Recent activity

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

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