Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2025)
    • [FCA CF] Client dealing (since 14 Mar 2025)
    • CF30 Customer (since 4 Feb 2025)
    • (76)Employed By (since 14 Mar 2025)
    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 14 Sep 2019)
    • (3)Employed By (since 14 Sep 2019)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (4 Feb 2025 to 14 Mar 2025)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • CF30 Customer (2 Apr 2012 to 2 Mar 2015)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (17 Jan 2003 to 13 Dec 2004)
    • CF22 Investment Adviser (Trainee) (23 Apr 2002 to 17 Jan 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (17 Jan 2003 to 13 Dec 2004)
    • CF22 Investment Adviser (Trainee) (23 Apr 2002 to 17 Jan 2003)

Recent activity

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

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