Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 18 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Dec 2025)
  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • [FCA CF] Client dealing (17 Feb 2023 to 2 Oct 2025)
    • [FCA CF] Functions requiring qualifications (17 Feb 2023 to 2 Oct 2025)

Recent activity

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

No changes recorded yet.