Where they hold approval

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

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 1 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • CF30 Customer (15 Mar 2019 to 8 Dec 2019)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF1 Director (AR) (9 Aug 2023 to 31 Mar 2026)
  • Vermeer Financial Planning Limited (no longer approved here)

    FRN 1001152

    • (3)Employed By (9 Aug 2023 to 31 Mar 2026)
  • Quilter Cheviot Limited (no longer approved here)

    FRN 124259

    • CF30 Customer (30 May 2013 to 2 Jan 2019)

Recent activity

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

No changes recorded yet.