Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- (18)Employed By (25 Apr 2023 to 5 Nov 2025)
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- Employed By (12 Oct 2022 to 5 Nov 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2025)
- CF4 Partner (AR) (16 Apr 2015 to 13 Sep 2018)
- CF30 Customer (1 Nov 2007 to 5 Nov 2025)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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- (20)Employed By (13 Sep 2018 to 5 Nov 2025)
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- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Wellesley Investment Management Ltd
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controlled function added: (18)Employed By at Wellesley Investment Management Ltd