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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 8 Apr 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 3 Nov 2017)
    • (1)Employed By (since 14 Aug 2020)
    • (1)Employed By (3 Nov 2017 to 20 Mar 2019)
  • RS Robertson & Co (Pensions & Investments) Ltd (no longer approved here)

    FRN 125445

    • (9)Employed By (20 Mar 2019 to 1 Oct 2020)

Recent activity

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

No changes recorded yet.