Where they hold approval

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

    • (4)Employed By (since 29 Apr 2026)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2026)
    • CF30 Customer (8 Dec 2020 to 3 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jun 2021)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (21 Mar 2023 to 5 Jan 2026)
    • [FCA CF] Functions requiring qualifications (21 Mar 2023 to 5 Jan 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2021 to 24 Feb 2023)
    • CF30 Customer (12 Sep 2021 to 24 Feb 2023)
  • St Barts Finance Limited (no longer approved here)

    FRN 503630

    • (9)Employed By (8 Dec 2020 to 3 Jun 2021)

Recent activity

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

No changes recorded yet.