Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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WREN STERLING FINANCIAL PLANNING LIMITED
FRN 665653
- SMF9 Chair of the Governing Body (since 11 Mar 2025)
- Responsible for Insurance Distribution (since 16 Jun 2022)
- SMF1 Chief Executive (since 16 Jun 2022)
- Responsibility for MCD Intermediation (since 16 Jun 2022)
- [FCA CF] Significant management (28 Feb 2022 to 11 Oct 2023)
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- SMF3 Executive Director (since 29 Dec 2023)
- SMF1 Chief Executive (since 29 Dec 2023)
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- Responsible for Insurance Distribution (30 Oct 2020 to 2 Feb 2022)
- SMF1 Chief Executive (9 Dec 2019 to 2 Feb 2022)
- CF1 Director (AR) (8 May 2019 to 2 Feb 2022)
- CF3 Chief Executive (2 Oct 2017 to 8 Dec 2019)
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- CF1 Director (AR) (21 Jan 2019 to 11 Jul 2019)
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- Employed By (21 Jan 2019 to 2 Feb 2022)
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- CF2 Non Executive Director (20 Apr 2012 to 19 Dec 2014)
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- Responsible for Insurance Mediation (1 Jan 2012 to 1 Jul 2012)
- CF3 Chief Executive (1 Jan 2012 to 1 Jul 2012)
- CF2 Non Executive Director (4 Jul 2011 to 1 Jan 2012)
Recent activity
Updates to this individual's record on the FCA register.
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