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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 30 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 10 Sep 2020)
    • CF30 Customer (since 8 Sep 2020)
    • CF1 Director (AR) (30 Mar 2022 to 24 Mar 2025)
    • CF30 Customer (10 Mar 2008 to 26 Jan 2010)
    • (1)Employed By (since 30 May 2025)
  • Bellamy Wealth Management Limited (no longer approved here)

    FRN 971895

    • Employed By (30 Mar 2022 to 30 Jun 2025)
  • Bellamy Wealth Management Limited (no longer approved here)

    FRN 545859

    • Employed By (8 Sep 2020 to 5 May 2022)

Recent activity

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

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