Where they hold approval

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

  • Buxton Beresford Financial Planning Ltd (no longer approved here)

    FRN 596052

    • [FCA CF] Client dealing (10 Mar 2025 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (10 Mar 2025 to 30 Sep 2025)
  • IFA FINANCIAL SERVICES (UK) LTD. (no longer approved here)

    FRN 447432

    • [FCA CF] Client dealing (13 Jun 2024 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (13 Jun 2024 to 30 Sep 2025)
  • Insight Financial Associates Limited (no longer approved here)

    FRN 458421

    • [FCA CF] Client dealing (2 Oct 2023 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 30 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
    • CF30 Customer (19 Aug 2019 to 29 Sep 2023)
  • Curzon Wealth Management Limited (no longer approved here)

    FRN 585168

    • Employed By (19 Aug 2019 to 29 Sep 2023)

Recent activity

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

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