Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lifestyle Pensions and Investments Ltd
FRN 831668
- (7)SMF3 Executive Director (since 26 Feb 2026)
- (6)Responsible for Insurance Distribution (since 26 Feb 2026)
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Six Q Financial Planning Limited
FRN 983414
- (18)SMF3 Executive Director (since 19 Feb 2026)
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London Private Wealth Limited
FRN 1037365
- (4)Employed By (since 2 Jul 2025)
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Hunt Financial Planning Limited
FRN 944024
- (2)Employed By (since 15 May 2025)
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Clifton Wealth Partnership (Aberdeen) Ltd
FRN 991021
- Employed By (since 15 May 2025)
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Clifton Wealth Partnership Portishead Limited
FRN 1005046
- Employed By (since 15 May 2025)
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Capel Court Limited
FRN 154146
- Responsibility for MCD Intermediation (since 17 Apr 2025)
- Responsible for Insurance Distribution (since 17 Apr 2025)
- SMF3 Executive Director (since 17 Apr 2025)
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Clifton Wealth Partnership Ltd
FRN 541273
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- [FCA CF] Client dealing (since 12 Oct 2023)
- [FCA CF] Functions requiring qualifications (since 12 Oct 2023)
- CF1 Director (AR) (since 21 Nov 2022)
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 12 Aug 2019)
- Responsibility for MCD Intermediation (since 12 Aug 2019)
- CF30 Customer (12 Aug 2019 to 8 Dec 2019)
- CF1 Director (12 Aug 2019 to 8 Dec 2019)
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Clifton Wealth Partnership (Stroud) Ltd
FRN 991032
- Employed By (since 3 Feb 2023)
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Eden Park Investment Management Ltd
FRN 820967
- Responsible for Insurance Distribution (since 20 Jan 2020)
- SMF1 Chief Executive (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- CF3 Chief Executive (13 Jun 2019 to 8 Dec 2019)
- CF1 Director (13 Jun 2019 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: SMF3 Executive Director at Six Q Financial Planning Limited
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controlled function added: (18)SMF3 Executive Director at Six Q Financial Planning Limited
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controlled function removed: SMF3 Executive Director at Lifestyle Pensions and Investments Ltd
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controlled function removed: Responsible for Insurance Distribution at Lifestyle Pensions and Investments Ltd
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controlled function added: (6)Responsible for Insurance Distribution at Lifestyle Pensions and Investments Ltd
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controlled function added: (7)SMF3 Executive Director at Lifestyle Pensions and Investments Ltd