Where they hold approval

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

    • (2)Employed By (since 6 Mar 2026)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 5 Dec 2007)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (9 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Jul 2007 to 9 Oct 2007)
  • Abacus Wealth Management Ltd (no longer approved here)

    FRN 469823

    • (7)Employed By (9 Jul 2007 to 2 Apr 2026)

Recent activity

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

  1. controlled function removed: Employed By at Abacus Wealth Management Group Limited

  2. controlled function added: (2)Employed By at Abacus Wealth Management Group Limited