Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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New Leaf Distribution Limited
FRN 460421
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 23 Jul 2025)
- CF30 Customer (since 28 Jun 2023)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (7 Jun 2023 to 5 Jul 2023)
- CF30 Customer (7 Jun 2018 to 8 Dec 2019)
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Morpurgo Wealth Limited
FRN 811891
- (1)Employed By (since 28 Jun 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.