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)
    • Appointed representative dealing with clients for which they require qualification (since 7 Nov 2025)
    • CF1 Director (AR) (since 24 Oct 2025)
    • CF30 Customer (since 24 Oct 2025)
    • (1)Employed By (since 24 Oct 2025)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (30 Nov 2023 to 31 Oct 2024)
  • Wealth Planning Limited (no longer approved here)

    FRN 959756

    • Employed By (11 Oct 2021 to 31 Oct 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
    • CF1 Director (AR) (21 Dec 2015 to 2 Jul 2024)
    • CF30 Customer (29 Oct 2015 to 31 Oct 2024)
  • Bishops Financial Planning Limited (no longer approved here)

    FRN 719424

    • Employed By (29 Oct 2015 to 31 Oct 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (6 Feb 2012 to 25 Jan 2016)
  • LEBC Group Ltd (no longer approved here)

    FRN 191818

    • Employed By (1 Mar 2010 to 31 Dec 2011)
  • Perennial Financial Management Limited (no longer approved here)

    FRN 402393

    • CF30 Customer (1 Nov 2007 to 26 Feb 2010)
    • CF21 Investment Adviser (1 Jun 2007 to 31 Oct 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2006)

Recent activity

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

  1. controlled function removed: Employed By at Money Sensei Limited

  2. controlled function added: (1)Employed By at Money Sensei Limited