Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 2 May 2025)
- CF30 Customer (since 21 Mar 2025)
-
Strategy Financial Limited
FRN 431155
- (2)Employed By (since 21 Mar 2025)
-
- [FCA CF] Functions requiring qualifications (14 Dec 2017 to 30 Sep 2024)
-
- CF30 Customer (9 Jan 2009 to 12 Aug 2012)
Recent activity
Updates to this individual's record on the FCA register.
-
controlled function removed: Employed By at Strategy Financial Limited
-
controlled function added: (2)Employed By at Strategy Financial Limited