Where they hold approval

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

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 May 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 May 2025)
    • CF30 Customer (3 Mar 2015 to 30 May 2025)
    • CF1 Director (AR) (3 Mar 2015 to 30 May 2025)
  • Almus Wealth Management Ltd (no longer approved here)

    FRN 669130

    • (1)Employed By (11 Feb 2015 to 30 May 2025)
  • Alan Boswell & Company Limited (no longer approved here)

    FRN 211088

    • CF1 Director (AR) (5 Jul 2011 to 5 Jan 2015)
    • CF30 Customer (5 Jul 2011 to 5 Jan 2015)
  • Alan Boswell Employee Benefits Ltd (no longer approved here)

    FRN 544940

    • (7)Employed By (5 Jul 2011 to 5 Jan 2015)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (1 Nov 2007 to 16 Aug 2010)
    • CF22 Investment Adviser (Trainee) (11 Jul 2007 to 31 Oct 2007)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • CF24 Pension Transfer Specialist (19 Oct 2005 to 19 Jul 2007)
    • CF21 Investment Adviser (19 Oct 2005 to 19 Jul 2007)

Recent activity

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

No changes recorded yet.