Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Corbel Partners Limited
FRN 429142
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 29 Jul 2025)
- CF1 Director (AR) (since 23 Jul 2025)
- CF30 Customer (since 23 Jul 2025)
- [FCA CF] Functions requiring qualifications (since 3 Jun 2025)
- [FCA CF] Client dealing (since 3 Jun 2025)
-
Wellesbourne Wealth Limited
FRN 1036607
- Employed By (since 23 Jul 2025)
-
- Appointed representative dealing with clients for which they require qualification (16 Feb 2023 to 14 May 2025)
- CF30 Customer (26 Nov 2020 to 14 May 2025)
-
- (21)Employed By (26 Nov 2020 to 14 May 2025)
-
- Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 16 Feb 2023)
-
- CF1 Director (AR) (16 Nov 2017 to 19 Mar 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.