Where they hold approval

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

  • Howberry Wealth Planning Ltd (no longer approved here)

    FRN 926941

    • (1)Employed By (3 Mar 2023 to 4 Jul 2023)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 Dec 2020 to 5 Feb 2024)
    • CF1 Director (AR) (17 Nov 2020 to 4 Jul 2023)
    • CF30 Customer (17 Nov 2020 to 4 Jul 2023)
    • [FCA CF] Client dealing (27 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (27 Jul 2020 to 14 Feb 2021)
  • Brad West Financial Planning (no longer approved here)

    FRN 926686

    • Employed By (17 Nov 2020 to 4 Jul 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (19 Dec 2013 to 10 Sep 2014)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF30 Customer (12 Sep 2012 to 30 Dec 2013)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (12 Jan 2012 to 2 Jul 2012)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 13 Aug 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.