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
    • Appointed representative dealing with clients for which they require qualification (since 5 Aug 2025)
    • CF30 Customer (10 Jul 2025 to 16 Apr 2026)
  • Clearwater Wealth Management (no longer approved here)

    FRN 401714

    • Employed By (10 Jul 2025 to 16 Apr 2026)

Recent activity

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

No changes recorded yet.