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 18 Dec 2023)
    • CF30 Customer (since 9 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (26 Nov 2020 to 28 May 2021)
    • CF30 Customer (5 Nov 2020 to 28 May 2021)
    • (4)Employed By (since 9 Dec 2023)
  • Pinnacle Wealth Management LLP (no longer approved here)

    FRN 582859

    • (32)Employed By (5 Nov 2020 to 28 May 2021)

Recent activity

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

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