Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Wealthwise Financial Solutions Ltd
FRN 937742
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- SMF16 Compliance Oversight (since 24 Nov 2025)
- [FCA CF] Functions requiring qualifications (since 8 May 2025)
- Responsible for Insurance Distribution (since 9 Jan 2025)
- Responsibility for MCD Intermediation (since 7 Nov 2024)
- SMF3 Executive Director (since 7 Nov 2024)
- CF1 Director (AR) (22 Apr 2021 to 8 May 2025)
- Appointed representative dealing with clients for which they require qualification (22 Apr 2021 to 8 May 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
Recent activity
Updates to this individual's record on the FCA register.
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