Where they hold approval

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

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • SMF16 Compliance Oversight (since 28 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2021)
    • [FCA CF] Client dealing (since 31 Mar 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 3 Oct 2022)
    • CF10 Compliance Oversight (22 May 2013 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (22 May 2013 to 16 Nov 2018)
    • CF10a CASS Oversight function (22 May 2013 to 5 Feb 2018)
    • CF1 Director (1 May 2012 to 8 Dec 2019)
    • CF30 Customer (28 May 2010 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.