Where they hold approval

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

  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Sep 2025)
    • CF30 Customer (27 Oct 2015 to 4 Sep 2025)
  • Newcastle Financial Advisers Limited (no longer approved here)

    FRN 222899

    • (75)Employed By (27 Oct 2015 to 4 Sep 2025)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 13 Aug 2012)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (23 Jan 2009 to 16 Sep 2010)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (1 Nov 2007 to 15 Feb 2009)
    • CF21 Investment Adviser (15 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Aug 2006 to 15 Mar 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (20 May 2005 to 2 Aug 2006)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

No changes recorded yet.