Where they hold approval

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

  • MPL Wealth Management Limited (no longer approved here)

    FRN 180309

    • [FCA CF] Client dealing (2 Sep 2024 to 17 Nov 2025)
    • [FCA CF] Functions requiring qualifications (2 Sep 2024 to 17 Nov 2025)
  • Life Bridging and Commercial Solutions Limited (no longer approved here)

    FRN 834602

    • [FCA CF] Functions requiring qualifications (9 Jan 2023 to 19 Aug 2024)
    • [FCA CF] Client dealing (9 Jan 2023 to 19 Aug 2024)
  • Fisher Investments Europe Limited (no longer approved here)

    FRN 191609

    • [FCA CF] Client dealing (1 Jun 2022 to 20 Oct 2022)
    • [FCA CF] Functions requiring qualifications (1 Jun 2022 to 20 Oct 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (7 Jul 2020 to 31 Mar 2022)
    • CF30 Customer (18 Jun 2020 to 31 Mar 2022)
  • Clearwater Wealth Management (no longer approved here)

    FRN 401714

    • Employed By (18 Jun 2020 to 31 Mar 2022)

Recent activity

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

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