Last updated
3 weeks ago
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Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 1 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2024)
    • [FCA CF] Client dealing (since 1 Feb 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • [FCA CF] Manager of certification employee (1 Nov 2019 to 31 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 30 Sep 2019)
    • CF30 Customer (1 Nov 2007 to 19 Dec 2013)
    • CF21 Investment Adviser (11 Aug 2003 to 30 Jan 2004)
    • CF22 Investment Adviser (Trainee) (24 Dec 2001 to 11 Aug 2003)

Recent activity

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

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