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
    • 13. Giving personal recommendations on and dealing with derivatives
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 3. Giving personal recommendations on derivatives
    • [FCA CF] Functions requiring qualifications (since 24 Sep 2025)
    • [FCA CF] Client dealing (since 7 Aug 2025)
  • Saranac Partners Limited (no longer approved here)

    FRN 763601

    • [FCA CF] Functions requiring qualifications (22 Jul 2024 to 27 Jun 2025)
    • [FCA CF] Client dealing (22 Jul 2024 to 27 Jun 2025)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • [FCA CF] Client dealing (3 Feb 2021 to 6 Jun 2023)
    • [FCA CF] Functions requiring qualifications (3 Feb 2021 to 6 Jun 2023)
  • Citibank Europe plc (no longer approved here)

    FRN 211646

    • [FCA CF] Client dealing (3 Feb 2021 to 6 Jun 2023)
    • [FCA CF] Functions requiring qualifications (3 Feb 2021 to 6 Jun 2023)

Recent activity

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

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