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
    • [FCA CF] Functions requiring qualifications (since 6 Aug 2025)
    • [FCA CF] Client dealing (since 6 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (since 6 Aug 2025)
    • CF1 Director (AR) (since 25 Jul 2025)
    • CF30 Customer (since 25 Jul 2025)
    • (1)Employed By (since 25 Jul 2025)
  • Magus Private Wealth Limited (no longer approved here)

    FRN 191022

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Aug 2025)
    • CF4 Partner (AR) (22 Oct 2019 to 19 Mar 2021)
    • CF30 Customer (23 Feb 2018 to 29 Aug 2025)
  • Wilder Coe Financial Planning LLP (no longer approved here)

    FRN 506776

    • Employed By (22 Oct 2019 to 29 Aug 2025)

Recent activity

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

No changes recorded yet.