Where they hold approval

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

    • 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)
    • (2)Employed By (since 21 Mar 2025)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (14 Dec 2017 to 30 Sep 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (9 Jan 2009 to 12 Aug 2012)

Recent activity

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

  1. controlled function removed: Employed By at Strategy Financial Limited

  2. controlled function added: (2)Employed By at Strategy Financial Limited