Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Cartesian Wealth Limited
FRN 972785
- Employed By (since 13 Jan 2026)
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Best Practice IFA Group Limited
FRN 223112
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 9A. Advising on P2P agreements
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- Appointed representative dealing with clients for which they require qualification (since 29 Sep 2025)
- [FCA CF] Client dealing (since 29 Sep 2025)
- CF30 Customer (since 26 Sep 2025)
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Benchmark Financial Planning Limited
FRN 227247
- Employed By (since 26 Sep 2025)
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- [FCA CF] Manager of certification employee (6 Nov 2023 to 1 Jul 2025)
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- CF30 Customer (15 Feb 2010 to 6 Dec 2010)
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- CF30 Customer (6 Feb 2008 to 14 Feb 2010)
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- CF22 Investment Adviser (Trainee) (5 Apr 2002 to 31 Jul 2002)
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- CF21 Investment Adviser (1 Dec 2001 to 26 Feb 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.