Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 19 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 21 Jun 2018)
    • Employed By (since 19 Sep 2021)
  • Wichert Associates Wealth Management LLP (no longer approved here)

    FRN 759706

    • Employed By (2 Aug 2018 to 24 Nov 2021)
  • Wichert Associates Ltd (no longer approved here)

    FRN 434848

    • Employed By (21 Jun 2018 to 2 Aug 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF21 Investment Adviser (13 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Jan 2003 to 13 Apr 2005)

Recent activity

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

No changes recorded yet.