Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Oculus Wealth Management Limited
FRN 605985
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 30 Oct 2025)
- [FCA CF] Client dealing (since 14 Oct 2025)
- [FCA CF] Functions requiring qualifications (since 14 Oct 2025)
- Appointed representative dealing with clients for which they require qualification (since 14 Oct 2025)
- CF30 Customer (since 10 Oct 2025)
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Oculus Wealth Management (Minerva) Limited
FRN 1041470
- (1)Employed By (since 10 Oct 2025)
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- (1)Employed By (10 Oct 2025 to 13 Oct 2025)
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- CF30 Customer (7 Jan 2008 to 18 Dec 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.