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
    • 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)
    • (1)Employed By (since 2 Mar 2026)
  • Oculus Wealth Management (Dulwich) Limited (no longer approved here)

    FRN 1027592

    • (1)Employed By (28 Feb 2026 to 3 Mar 2026)
  • AAB Wealth Limited (no longer approved here)

    FRN 608548

    • [FCA CF] Functions requiring qualifications (8 Sep 2025 to 6 Jan 2026)
    • [FCA CF] Client dealing (8 Sep 2025 to 6 Jan 2026)
  • Magus Private Wealth Limited (no longer approved here)

    FRN 191022

    • [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)
  • Wilder Coe Financial Planning LLP (no longer approved here)

    FRN 506776

    • Employed By (23 Oct 2019 to 14 Jan 2026)
  • Magus Professional Partners LLP (no longer approved here)

    FRN 500360

    • (18)Employed By (22 Oct 2019 to 14 Jan 2026)

Recent activity

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

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