Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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New Leaf Distribution Limited
FRN 460421
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 6 Oct 2025)
- [FCA CF] Client dealing (since 6 Oct 2025)
- CF1 Director (AR) (since 1 Oct 2025)
- CF30 Customer (since 1 Oct 2025)
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Atram Wealth Ltd
FRN 1041314
- (1)Employed By (since 1 Oct 2025)
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- [FCA CF] Client dealing (7 Feb 2024 to 21 Mar 2025)
- [FCA CF] Functions requiring qualifications (14 Jul 2023 to 6 Feb 2024)
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- Appointed representative dealing with clients for which they require qualification (1 Feb 2022 to 13 Jan 2023)
- CF1 Director (AR) (31 Jan 2022 to 13 Jan 2023)
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- Employed By (31 Jan 2022 to 13 Jan 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.