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)
    • Appointed representative dealing with clients for which they require qualification (since 22 Oct 2025)
    • CF30 Customer (since 9 Oct 2025)
    • (108)Employed By (since 9 Oct 2025)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (7 May 2024 to 29 Aug 2025)
    • CF1 Director (AR) (7 May 2024 to 29 Aug 2025)
    • CF30 Customer (7 May 2024 to 29 Aug 2025)
  • BrightPath Financial Planning Ltd (no longer approved here)

    FRN 1011195

    • Employed By (7 May 2024 to 29 Aug 2025)
  • TP ICAP Markets Limited (no longer approved here)

    FRN 124520

    • [FCA CF] Client dealing (31 Oct 2020 to 1 Nov 2020)

Recent activity

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

No changes recorded yet.