Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Crystal Wealth Management Ltd
FRN 717673
- Employed By (since 13 Oct 2015)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2025)
- Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 5 Mar 2025)
- CF1 Director (AR) (28 Jan 2010 to 5 Mar 2025)
- CF30 Customer (1 Nov 2007 to 5 Mar 2025)
- CF4 Partner (AR) (17 Jan 2007 to 30 Mar 2016)
- CF21 Investment Adviser (7 Mar 2005 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Sep 2003)
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- CF1 Director (AR) (8 May 2017 to 31 May 2017)
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- Employed By (12 Mar 2010 to 1 Nov 2011)
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- Employed By (12 Mar 2010 to 1 Nov 2011)
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- (13)Employed By (28 Jan 2010 to 22 Apr 2021)
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- Employed By (6 Jul 2006 to 30 Mar 2016)
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- Employed By (22 Oct 2003 to 23 Nov 2006)
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- Employed By (1 Dec 2001 to 22 Sep 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Portland Wealth Management Limited
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controlled function added: (13)Employed By at Portland Wealth Management Limited