Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 11 Mar 2025)
  • Savemoneycompare.com Ltd (no longer approved here)

    FRN 729455

    • [FCA CF] Functions requiring qualifications (15 May 2023 to 30 Jun 2025)
  • Vintage Wealth Management Limited (no longer approved here)

    FRN 593380

    • [FCA CF] Functions requiring qualifications (17 Mar 2023 to 12 May 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 14 Aug 2011)
    • CF21 Investment Adviser (31 Aug 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Nov 2003 to 31 Aug 2004)
  • Webster Associates Ltd (no longer approved here)

    FRN 439690

    • Employed By (29 Jun 2006 to 14 Aug 2011)

Recent activity

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

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