Where they hold approval

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

    • 17. Administrative functions in relation to managing investments
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 14. Managing investments
    • SMF16 Compliance Oversight (since 13 Apr 2026)
    • SMF3 Executive Director (since 21 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • [FCA CF] Client dealing (since 9 Sep 2020)
    • CF30 Customer (10 Dec 2012 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Nov 2004)

Recent activity

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

No changes recorded yet.