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 13 Feb 2026)
    • CF30 Customer (since 24 Dec 2025)
    • (5)Employed By (since 24 Dec 2025)

Recent activity

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

  1. controlled function removed: Employed By at One Financial Planning Ltd

  2. controlled function added: (5)Employed By at One Financial Planning Ltd