Where they hold approval

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

  • EGR WEALTH LIMITED (no longer approved here)

    FRN 537582

    • SMF3 Executive Director (1 Sep 2023 to 27 Feb 2026)
    • [FCA CF] Client dealing (1 Mar 2021 to 27 Feb 2026)
    • [FCA CF] Manager of certification employee (1 Mar 2021 to 27 Feb 2026)
    • [FCA CF] Material risk taker (1 Mar 2021 to 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 27 Feb 2026)
    • CF30 Customer (29 Mar 2017 to 8 Dec 2019)
  • KW Investment Management Limited (no longer approved here)

    FRN 506600

    • CF30 Customer (1 Oct 2012 to 30 Mar 2017)

Recent activity

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

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