Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (2 Apr 2024 to 4 Sep 2025)
    • CF1 Director (AR) (25 Mar 2024 to 2 Sep 2025)
    • CF30 Customer (25 Mar 2024 to 2 Sep 2025)
  • Grey Parrot Group Ltd (no longer approved here)

    FRN 958418

    • (4)Employed By (2 Apr 2024 to 2 Sep 2025)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • Appointed representative dealing with clients for which they require qualification (16 Oct 2023 to 31 Oct 2023)
    • [FCA CF] Functions requiring qualifications (16 Oct 2023 to 31 Oct 2023)
    • [FCA CF] Client dealing (16 Oct 2023 to 31 Oct 2023)
    • CF1 Director (AR) (27 Sep 2023 to 31 Oct 2023)
    • CF30 Customer (27 Sep 2023 to 31 Oct 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF1 Director (AR) (7 Jan 2022 to 31 Mar 2024)
  • Woodfall Wealth Consultancy Limited (no longer approved here)

    FRN 628234

    • Employed By (30 Jun 2017 to 5 Jul 2018)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (1 Jan 2010 to 3 Jul 2017)
    • CF30 Customer (1 Nov 2007 to 5 Jul 2018)
    • CF4 Partner (AR) (22 Feb 2007 to 31 Dec 2009)
    • CF21 Investment Adviser (9 Mar 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Jul 2003 to 9 Mar 2004)
  • Acumen Wealth Management Ltd (no longer approved here)

    FRN 419520

    • Employed By (4 Jan 2005 to 30 Jun 2017)

Recent activity

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

  1. controlled function removed: Employed By at Grey Parrot Group Ltd

  2. controlled function added: (4)Employed By at Grey Parrot Group Ltd