Where they hold approval

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

    • 9A. Advising on P2P agreements
    • 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 21 Oct 2025)
    • CF30 Customer (since 20 Oct 2025)
    • (16)Employed By (since 20 Oct 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (13 Dec 2023 to 19 Sep 2025)
    • [FCA CF] Functions requiring qualifications (13 Dec 2023 to 19 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (4 Jan 2023 to 22 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (15 Aug 2022 to 22 Sep 2023)
  • Enver Wealth Management Limited (no longer approved here)

    FRN 695284

    • (8)Employed By (4 Jan 2023 to 22 Sep 2023)

Recent activity

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

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