Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 21 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 21 Feb 2022)
  • Bede Wealth Management Limited (no longer approved here)

    FRN 606578

    • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 10 Aug 2023)
    • [FCA CF] Client dealing (23 Sep 2022 to 14 Aug 2023)
  • Booker Montague Financial Services (no longer approved here)

    FRN 211594

    • Employed By (7 May 2002 to 22 Oct 2004)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF21 Investment Adviser (1 Dec 2001 to 22 Oct 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 22 Oct 2004)
  • Premier Financial Planning (no longer approved here)

    FRN 182361

    • Employed By (1 Dec 2001 to 20 May 2002)

Recent activity

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

No changes recorded yet.