Where they hold approval

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

    • (2)Employed By (since 20 Aug 2025)
    • (2)Employed By (23 Mar 2024 to 20 Aug 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (20 Aug 2025 to 20 Aug 2025)
    • CF1 Director (AR) (20 Aug 2025 to 20 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (27 Mar 2024 to 20 Aug 2025)
    • [FCA CF] Client dealing (15 Mar 2024 to 27 Mar 2024)
    • [FCA CF] Functions requiring qualifications (15 Mar 2024 to 27 Mar 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF1 Director (AR) (21 Sep 2021 to 7 Mar 2024)
    • CF30 Customer (21 Sep 2021 to 7 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2024)
  • Collective Financial Planning Limited (no longer approved here)

    FRN 576147

    • Employed By (16 Jan 2020 to 7 Mar 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (29 Oct 2012 to 7 Oct 2013)
  • Stow Wealth Management Ltd (no longer approved here)

    FRN 468416

    • (5)Employed By (29 Oct 2012 to 7 Oct 2013)

Recent activity

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

  1. controlled function removed: Employed By at Stow Wealth Management Ltd

  2. controlled function added: (5)Employed By at Stow Wealth Management Ltd