Last updated
2 weeks ago
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Where they hold approval

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

    • (49)Employed By (since 24 Jun 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 10 Jan 2024)
    • [FCA CF] Client dealing (since 10 Jan 2024)
    • CF30 Customer (since 30 Dec 2023)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (19)Employed By (30 Dec 2023 to 2 Oct 2025)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • [FCA CF] Client dealing (9 Dec 2019 to 16 Mar 2022)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (19)Employed By at Taylored Advice Group Limited