Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Oculus Wealth Management Limited
FRN 605985
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 13 Mar 2026)
- [FCA CF] Functions requiring qualifications (since 4 Mar 2026)
- [FCA CF] Client dealing (since 4 Mar 2026)
- Appointed representative dealing with clients for which they require qualification (since 4 Mar 2026)
- CF30 Customer (since 28 Feb 2026)
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Oculus Wealth Management (Reigate) Limited
FRN 1048823
- (1)Employed By (since 2 Mar 2026)
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- (1)Employed By (28 Feb 2026 to 3 Mar 2026)
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- [FCA CF] Functions requiring qualifications (8 Sep 2025 to 6 Jan 2026)
- [FCA CF] Client dealing (8 Sep 2025 to 6 Jan 2026)
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- [FCA CF] Client dealing (9 Dec 2019 to 14 Jan 2026)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2026)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jan 2026)
- CF4 Partner (AR) (22 Oct 2019 to 19 Mar 2021)
- CF30 Customer (13 Aug 2019 to 14 Jan 2026)
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- Employed By (23 Oct 2019 to 14 Jan 2026)
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- (18)Employed By (22 Oct 2019 to 14 Jan 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.