Where they hold approval

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

    • CF30 Customer (since 18 Mar 2026)
    • (5)Employed By (since 18 Mar 2026)
    • 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
    • [FCA CF] Client dealing (since 9 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Feb 2023)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • [FCA CF] Client dealing (9 Aug 2023 to 16 Sep 2024)
    • [FCA CF] Functions requiring qualifications (19 Jan 2022 to 30 Sep 2022)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (5)Employed By at Financial Planning For Professionals Limited