Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sense Network Limited
FRN 465124
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 5 Nov 2025)
- Appointed representative dealing with clients for which they require qualification (since 5 Nov 2025)
- CF1 Director (AR) (since 23 Sep 2025)
- CF30 Customer (since 23 Sep 2025)
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Sherpa Family Wealth Ltd
FRN 1040889
- (2)Employed By (since 23 Sep 2025)
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- [FCA CF] Manager of certification employee (10 Jun 2024 to 24 Oct 2025)
- [FCA CF] Client dealing (2 Jan 2024 to 24 Oct 2025)
- [FCA CF] Functions requiring qualifications (2 Jan 2024 to 24 Oct 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.