Where they hold approval

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

    • (4)Employed By (since 4 Nov 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 27 Nov 2020)
    • CF30 Customer (since 24 Sep 2020)
  • KWM Wealth Ltd (no longer approved here)

    FRN 516056

    • Employed By (13 Jul 2023 to 5 Nov 2025)
  • Steven Jerath (no longer approved here)

    FRN 470792

    • (1)Employed By (24 Sep 2020 to 20 Jul 2023)

Recent activity

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

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