Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Liberate Wealth Solutions Limited
FRN 722573
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 16 May 2018)
- SMF3 Executive Director (2 Feb 2021 to 23 Jan 2024)
- Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 2 Feb 2021)
- CF1 Director (AR) (16 May 2018 to 30 Mar 2026)
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Liberate Wealth (Thornton) Limited
FRN 622855
- (7)Employed By (since 16 May 2018)
Recent activity
Updates to this individual's record on the FCA register.
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