Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
    • CF1 Director (AR) (since 29 Jan 2016)
    • (1)Employed By (since 29 Jan 2016)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 1 Feb 2016)
    • CF21 Investment Adviser (10 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Oct 2005 to 10 Oct 2006)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF22 Investment Adviser (Trainee) (23 Sep 2004 to 17 Oct 2005)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF22 Investment Adviser (Trainee) (23 Sep 2004 to 17 Oct 2005)

Recent activity

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

No changes recorded yet.