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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 14 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2025)
    • CF30 Customer (since 31 Jan 2025)
    • (78)Employed By (since 14 Mar 2025)
    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 16 Sep 2019)
    • CF30 Customer (since 16 Sep 2019)
    • (2)Employed By (since 16 Sep 2019)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (33)Employed By (31 Jan 2025 to 14 Mar 2025)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (33)Employed By at Taylored Advice Group Limited