Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 16 Feb 2026)
    • CF1 Director (AR) (since 19 Dec 2025)
  • Phoenix Wealth Management Ltd. (no longer approved here)

    FRN 190353

    • CF1 Director (AR) (17 Mar 2025 to 16 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (11 Dec 2019 to 19 Feb 2026)

Recent activity

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

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