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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 29 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Dec 2016)
    • CF4 Partner (AR) (12 Dec 2016 to 30 Sep 2020)
    • Employed By (since 12 Dec 2016)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (29 Jan 2013 to 17 Sep 2016)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF22 Investment Adviser (Trainee) (16 Aug 2004 to 20 Apr 2006)

Recent activity

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

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