Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Shackleton Advisers Limited
FRN 163291
- 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)
- [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
- [FCA CF] Client dealing (since 2 Feb 2026)
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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)
- [FCA CF] Client dealing (since 1 Jan 2020)
- Appointed representative dealing with clients for which they require qualification (since 1 Jan 2020)
- CF1 Director (AR) (since 8 Aug 2019)
- CF30 Customer (since 13 Feb 2017)
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Chetwood Private Wealth Limited
FRN 846194
- Employed By (since 8 Aug 2019)
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- CF30 Customer (11 Feb 2009 to 6 Mar 2016)
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- CF30 Customer (1 Nov 2007 to 30 Jan 2009)
- CF1 Director (9 Aug 2007 to 30 Jan 2009)
- CF24 Pension Transfer Specialist (31 Oct 2005 to 31 Oct 2007)
- CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.