Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Chetwood Wealth Management Ltd
FRN 195024
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF30 Customer (since 12 Dec 2023)
- Appointed representative dealing with clients for which they require qualification (since 12 Dec 2023)
- [FCA CF] Client dealing (since 12 Dec 2023)
- SMF17 Money Laundering Reporting Officer (MLRO) (21 May 2021 to 16 Nov 2023)
- SMF3 Executive Director (9 Dec 2019 to 6 Feb 2026)
- CF1 Director (18 Nov 2019 to 8 Dec 2019)
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Chetwood Private Wealth Limited
FRN 846194
- Employed By (since 12 Dec 2023)
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- SMF27 Partner (29 Apr 2022 to 17 Feb 2026)
- SMF17 Money Laundering Reporting Officer (MLRO) (29 Apr 2022 to 16 Nov 2023)
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- SMF17 Money Laundering Reporting Officer (MLRO) (21 May 2021 to 16 Nov 2023)
- SMF3 Executive Director (21 May 2021 to 6 Feb 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.