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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 30 Jul 2024)
    • [FCA CF] Client dealing (since 30 Jul 2024)
    • CF1 Director (AR) (since 15 Jun 2024)
    • CF30 Customer (since 15 Jun 2024)
  • Ivy Sterling Ltd

    FRN 1015039

    • (2)Employed By (since 15 Jun 2024)
  • MB Private Office Ltd (no longer approved here)

    FRN 928132

    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Dec 2020 to 22 Mar 2024)
    • SMF3 Executive Director (1 Dec 2020 to 24 Jul 2024)
    • SMF16 Compliance Oversight (1 Dec 2020 to 22 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 24 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jul 2024)

Recent activity

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

No changes recorded yet.