Where they hold approval

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

  • CBW Financial Planning Limited (no longer approved here)

    FRN 182357

    • (1)CF30 Customer (1 Nov 2007 to 30 Jun 2010)
    • (2)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

  1. controlled function added: (1)CF30 Customer at CBW Financial Planning Limited

  2. controlled function added: (2)CF21 Investment Adviser at CBW Financial Planning Limited