Where they hold approval

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

    • (15)Employed By (since 2 Jul 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 17 Sep 2015)
    • CF1 Director (AR) (5 Aug 2022 to 15 Dec 2022)
    • CF4 Partner (AR) (22 May 2018 to 16 Jul 2025)
  • Beechcroft Wealth Management (no longer approved here)

    FRN 714339

    • Employed By (17 Sep 2015 to 16 Jul 2025)
  • Birnbeck Finance Limited (no longer approved here)

    FRN 125599

    • CF8 Apportionment and Oversight (1 Dec 2001 to 22 Jul 2005)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 22 Jul 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 22 Jul 2005)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 22 Jul 2005)
    • CF10 Compliance Oversight (1 Dec 2001 to 22 Jul 2005)
    • CF1 Director (1 Dec 2001 to 16 Sep 2005)

Recent activity

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

No changes recorded yet.