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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • SMF27 Partner (since 7 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2024)
    • [FCA CF] Client dealing (since 25 Jun 2024)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • [FCA CF] Client dealing (14 Sep 2020 to 16 May 2024)
    • CF30 Customer (14 Sep 2020 to 16 May 2024)
    • Appointed representative dealing with clients for which they require qualification (14 Sep 2020 to 16 May 2024)
  • Depledge Strategic Wealth Management Ltd (no longer approved here)

    FRN 611386

    • (4)Employed By (14 Sep 2020 to 16 May 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (28 Jul 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.