Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- [FCA CF] Client dealing (20 May 2025 to 16 Jan 2026)
- [FCA CF] Functions requiring qualifications (20 May 2025 to 16 Jan 2026)
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- (11)[FCA CF] Client dealing (2 Oct 2020 to 27 Jan 2025)
- (12)[FCA CF] Functions requiring qualifications (2 Oct 2020 to 27 Jan 2025)
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- CF30 Customer (5 Apr 2019 to 31 Jul 2019)
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- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (11)[FCA CF] Client dealing at CBW Financial Planning Limited
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controlled function added: (12)[FCA CF] Functions requiring qualifications at CBW Financial Planning Limited