Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
- Appointed representative dealing with clients for which they require qualification (20 Nov 2023 to 1 May 2025)
- CF30 Customer (9 Nov 2023 to 1 May 2025)
-
- (8)Employed By (9 Nov 2023 to 1 May 2025)
-
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
- CF1 Director (AR) (12 Jul 2010 to 29 Sep 2023)
- CF30 Customer (12 Jul 2010 to 29 Sep 2023)
-
- Employed By (28 Apr 2015 to 29 Sep 2023)
-
- Employed By (12 Jul 2010 to 29 Sep 2023)
-
- CF30 Customer (1 Nov 2007 to 19 Dec 2009)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
-
controlled function removed: Employed By at Chrysalis Wealth Management Ltd
-
controlled function added: (8)Employed By at Chrysalis Wealth Management Ltd