Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sophex Limited
FRN 457902
- [FCA CF] Manager of certification employee (since 31 Dec 2024)
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TRILLIUM FINANCIAL PLANNING LTD.
FRN 196304
- [FCA CF] Manager of certification employee (since 13 Nov 2023)
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IFA FINANCIAL SERVICES (UK) LTD.
FRN 447432
- [FCA CF] Manager of certification employee (since 13 Nov 2023)
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ASSET INVESTMENT MANAGEMENT LTD.
FRN 462797
- [FCA CF] Manager of certification employee (since 13 Nov 2023)
- [FCA CF] Manager of certification employee (21 Feb 2022 to 21 Mar 2022)
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Penvest Limited
FRN 407889
- [FCA CF] Manager of certification employee (since 21 Feb 2022)
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Insight Financial Associates Limited
FRN 458421
- [FCA CF] Manager of certification employee (since 21 Feb 2022)
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Insight Wealth Limited
FRN 470603
- [FCA CF] Manager of certification employee (since 21 Feb 2022)
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D B Financial Management Limited
FRN 522214
- [FCA CF] Manager of certification employee (since 21 Feb 2022)
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- [FCA CF] Manager of certification employee (21 Feb 2022 to 19 Jan 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.