Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Oculus Wealth Management Limited
FRN 605985
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 7 May 2025)
- [FCA CF] Client dealing (since 7 May 2025)
- [FCA CF] Functions requiring qualifications (since 7 May 2025)
- CF30 Customer (since 25 Apr 2025)
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Oculus Wealth Management (Cheshire) Ltd
FRN 966742
- (3)Employed By (since 25 Apr 2025)
Recent activity
Updates to this individual's record on the FCA register.
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