Where they hold approval

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

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Client dealing (10 Feb 2023 to 6 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (10 Feb 2023 to 6 Mar 2026)
    • CF30 Customer (6 Feb 2023 to 6 Mar 2026)
    • CF1 Director (AR) (6 Feb 2023 to 6 Mar 2026)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Oct 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Oct 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Oct 2022)
    • CF30 Customer (29 May 2019 to 8 Dec 2019)
  • BERKELEY, BURKE & COMPANY LIMITED (no longer approved here)

    FRN 115053

    • CF30 Customer (2 Apr 2013 to 31 Jan 2015)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (21 Sep 2010 to 22 Nov 2011)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (15 Jun 2009 to 19 Aug 2010)

Recent activity

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

No changes recorded yet.