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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 3 Jul 2025)
    • CF30 Customer (since 29 May 2025)
    • Employed By (since 29 May 2025)
  • Centurion Wealth Management Limited (no longer approved here)

    FRN 509905

    • [FCA CF] Client dealing (4 Feb 2022 to 28 Jun 2025)
    • [FCA CF] Functions requiring qualifications (4 Feb 2022 to 28 Jun 2025)
  • National Friendly Financial Solutions Limited (no longer approved here)

    FRN 452784

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Feb 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Feb 2022)
    • CF30 Customer (3 Aug 2015 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.