Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Partners Wealth Management Solutions Limited
FRN 739045
- [FCA CF] Significant management (since 24 Jul 2025)
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Seven Investment Management LLP
FRN 589124
- [FCA CF] Material risk taker (since 9 Jul 2024)
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Partners Wealth Management LLP
FRN 442303
- Responsible for Insurance Distribution (since 1 Jan 2024)
- SMF1 Chief Executive (since 1 Jan 2024)
- SMF27 Partner (since 1 Jan 2024)
- Responsibility for MCD Intermediation (since 1 Jan 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 17 Jun 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Jun 2024)
- CF30 Customer (14 Nov 2016 to 8 Dec 2019)
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- CF30 Customer (22 Oct 2008 to 5 Sep 2016)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.