Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Citrus Wealth Management Limited
FRN 429045
- 21. Advising or arranging (bringing about) equity release transactions
- 7. Giving personal recommendations on long-term care insurance contracts
- 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
- [FCA CF] Functions requiring qualifications (since 8 Apr 2026)
- CF30 Customer (1 Jun 2012 to 5 Sep 2013)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2026)
- CF1 Director (AR) (18 Jul 2013 to 9 Mar 2026)
- CF30 Customer (18 Jul 2013 to 9 Mar 2026)
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- CF30 Customer (19 Jan 2010 to 27 Jun 2012)
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- Employed By (19 Jan 2010 to 27 Jun 2012)
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- CF21 Investment Adviser (1 Dec 2001 to 11 Jun 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.