Where they hold approval

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

  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • Appointed representative dealing with clients for which they require qualification (5 Aug 2024 to 11 Aug 2025)
    • [FCA CF] Functions requiring qualifications (26 Feb 2024 to 11 Aug 2025)
    • CF1 Director (AR) (15 Jul 2020 to 30 May 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Nov 2023)
    • CF30 Customer (25 Feb 2019 to 8 Dec 2019)
  • Springgen Advice Ltd (no longer approved here)

    FRN 928966

    • (1)Employed By (15 Jul 2020 to 22 Aug 2025)
  • AAB Wealth Limited (no longer approved here)

    FRN 608548

    • CF30 Customer (7 Aug 2018 to 10 Dec 2018)

Recent activity

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

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