Where they hold approval

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

  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • SMF3 Executive Director (9 Dec 2019 to 8 Jan 2020)
    • CF1 Director (24 Sep 2010 to 8 Dec 2019)
  • Mercer Limited (no longer approved here)

    FRN 121935

    • CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)

Recent activity

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

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