Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Nov 2025)
- CF1 Director (AR) (5 Jun 2009 to 12 Nov 2025)
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- Employed By (8 Dec 2004 to 13 Jan 2005)
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- (1)Employed By (22 Nov 2004 to 2 Jun 2009)
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- CF21 Investment Adviser (31 Aug 2004 to 13 Jan 2005)
- CF22 Investment Adviser (Trainee) (29 Dec 2003 to 31 Aug 2004)
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- CF21 Investment Adviser (1 Dec 2001 to 22 Dec 2003)
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- CF21 Investment Adviser (1 Dec 2001 to 22 Dec 2003)
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- (15)Employed By (27 Nov 2000 to 22 Dec 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Beard & Coles Financial Practice Ltd
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controlled function added: (15)Employed By at Beard & Coles Financial Practice Ltd