Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Acumen Financial Partnership Limited
FRN 450163
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- SMF3 Executive Director (since 31 Oct 2025)
- CF1 Director (AR) (since 21 Oct 2025)
- [FCA CF] Client dealing (since 12 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 12 Dec 2019)
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Zenith Portfolio Management Ltd
FRN 1041625
- Employed By (since 21 Oct 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.