Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 27 Feb 2026)
    • CF30 Customer (since 21 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (since 15 Aug 2022)
    • CF4 Partner (AR) (17 Feb 2025 to 24 Mar 2026)
    • (1)Employed By (since 27 Feb 2026)
  • David Mason Financial Planning LLP (no longer approved here)

    FRN 551963

    • Employed By (21 Oct 2022 to 24 Mar 2026)

Recent activity

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

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