Where they hold approval

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

  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • [FCA CF] Client dealing (6 Sep 2022 to 23 Sep 2025)
    • [FCA CF] Functions requiring qualifications (6 Sep 2022 to 23 Sep 2025)
  • Beacon Wealth Management Limited (no longer approved here)

    FRN 526604

    • [FCA CF] Functions requiring qualifications (16 Mar 2020 to 8 Jul 2022)
    • [FCA CF] Client dealing (16 Mar 2020 to 8 Jul 2022)
    • CF30 Customer (12 Nov 2019 to 8 Dec 2019)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (9 Oct 2019 to 13 Oct 2019)
  • Nockolds Wealth Ltd (no longer approved here)

    FRN 669520

    • (3)Employed By (4 Mar 2019 to 6 Aug 2019)
  • HANBURY WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 757991

    • CF30 Customer (4 Mar 2019 to 6 Aug 2019)
  • IWP Investment Management Limited (no longer approved here)

    FRN 114563

    • CF1 Director (25 Jul 2012 to 28 Feb 2019)
    • CF30 Customer (1 Nov 2007 to 22 Dec 2012)
    • CF21 Investment Adviser (22 Sep 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.