Last updated
3 weeks ago
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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
    • Appointed representative dealing with clients for which they require qualification (since 4 Jul 2025)
    • CF1 Director (AR) (since 4 Jul 2025)
    • CF30 Customer (since 4 Jul 2025)
    • CF30 Customer (4 Nov 2023 to 14 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (19 Jun 2023 to 14 Apr 2025)
    • Employed By (since 4 Jul 2025)
  • Eccles Greenwood Financial Planning LLP (no longer approved here)

    FRN 813159

    • (2)Employed By (4 Nov 2023 to 14 Apr 2025)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [FCA CF] Functions requiring qualifications (1 Jul 2022 to 2 Jun 2023)

Recent activity

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

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