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
    • CF30 Customer (since 10 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (since 10 Jan 2025)
    • (5)Employed By (since 10 Jan 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (31 May 2023 to 31 Oct 2024)
    • [FCA CF] Functions requiring qualifications (31 May 2023 to 31 Oct 2024)
  • Morton Hill Ltd (no longer approved here)

    FRN 501593

    • [FCA CF] Client dealing (31 Oct 2022 to 12 Jun 2023)
    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 12 Jun 2023)

Recent activity

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

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