Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Corbel Partners Limited
FRN 429142
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 7 Nov 2025)
- CF30 Customer (since 11 Sep 2025)
- [FCA CF] Client dealing (since 1 Sep 2025)
- [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
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Oakcrest Private Office Limited
FRN 1039730
- (1)Employed By (since 11 Sep 2025)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2025)
- CF30 Customer (21 Mar 2019 to 8 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 12 Jan 2008)
- CF21 Investment Adviser (10 May 2005 to 31 Oct 2007)
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- CF21 Investment Adviser (14 Jan 2005 to 20 Apr 2005)
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- CF21 Investment Adviser (24 Dec 2002 to 14 Jan 2005)
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- CF21 Investment Adviser (1 Dec 2001 to 14 Jan 2005)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Dec 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.