Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
CG Wealth Planning Limited
FRN 594155
- [FCA CF] Significant management (since 28 Jul 2025)
- [FCA CF] Material risk taker (since 12 Jun 2025)
-
CANACCORD GENUITY ASSET MANAGEMENT LIMITED
FRN 209741
- [FCA CF] Material risk taker (since 12 Jun 2025)
-
Canaccord Genuity Wealth Limited
FRN 194927
- [FCA CF] Significant management (since 23 Nov 2023)
- [FCA CF] Material risk taker (since 2 Dec 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.