Where they hold approval

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

  • Champain Financial Services Ltd (no longer approved here)

    FRN 415910

    • Employed By (7 Feb 2024 to 29 Jan 2025)
  • Unique Financial Planning Limited (no longer approved here)

    FRN 216560

    • Employed By (1 Nov 2023 to 29 Jan 2025)
  • Waterhouse Financial Planning Limited (no longer approved here)

    FRN 828696

    • Employed By (28 Jun 2022 to 29 Jan 2025)
  • EVOLUTION WEALTH NETWORK LIMITED (no longer approved here)

    FRN 591218

    • CF1 Director (AR) (2 Mar 2022 to 22 Aug 2023)
    • [FCA CF] Material risk taker (1 Jan 2022 to 27 Jan 2025)
    • SMF3 Executive Director (17 Sep 2021 to 27 Jan 2025)
    • CF29 Significant management (2 Sep 2019 to 8 Dec 2019)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • [FCA CF] Material risk taker (1 Jan 2022 to 27 Jan 2025)
    • SMF3 Executive Director (17 Sep 2021 to 27 Jan 2025)
    • CF1 Director (AR) (22 Apr 2020 to 10 Jun 2021)
    • SMF2 Chief Finance (23 Jan 2020 to 27 Jan 2025)
    • CF29 Significant management (2 Sep 2019 to 8 Dec 2019)
  • Fusion Wealth Limited (no longer approved here)

    FRN 541404

    • [FCA CF] Material risk taker (1 Jan 2022 to 27 Jan 2025)
    • SMF3 Executive Director (17 Sep 2021 to 27 Jan 2025)
    • CF29 Significant management (2 Sep 2019 to 8 Dec 2019)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (1 Sep 2021 to 29 Jan 2025)
  • Bright Square Pensions Limited (no longer approved here)

    FRN 788317

    • [FCA CF] Significant management (12 Mar 2021 to 27 Jan 2025)
    • CF29 Significant management (2 Sep 2019 to 8 Dec 2019)

Recent activity

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

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