Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 16 May 2016)
    • CF30 Customer (since 14 Mar 2013)
  • J G Wealth Ltd

    FRN 744733

    • (1)Employed By (since 25 Apr 2016)
  • Fortress Wealth Partnership Limited (no longer approved here)

    FRN 496055

    • (10)Employed By (14 Mar 2013 to 25 Apr 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (2 Feb 2009 to 31 Aug 2011)
    • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)

Recent activity

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

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