Where they hold approval

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

    • [FCA CF] Material risk taker (since 1 Aug 2024)
    • [FCA CF] Client dealing (since 1 Jul 2024)
    • [FCA CF] Manager of certification employee (since 1 Jul 2024)
    • [FCA CF] Material risk taker (since 1 Aug 2024)
  • Wealthify Limited (no longer approved here)

    FRN 662530

    • SMF9 Chair of the Governing Body (11 Nov 2020 to 22 Jan 2024)
    • Director of firm who is not a certification employee or a SMF manager (11 Nov 2020 to 3 Oct 2024)
    • SMF3 Executive Director (9 Dec 2019 to 11 Feb 2020)
    • CF1 Director (27 Nov 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.