Where they hold approval

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

    • SMF9 Chair of the Governing Body (since 1 Jul 2025)
    • SMF9 Chair of the Governing Body (since 26 Feb 2025)
    • Director of firm who is not a certification employee or a SMF manager (since 24 Dec 2024)
  • Metis Wealth Ltd (no longer approved here)

    FRN 599292

    • SMF3 Executive Director (7 Nov 2022 to 17 Jun 2024)
    • Responsible for Insurance Distribution (7 Nov 2022 to 17 Jun 2024)
    • Responsibility for MCD Intermediation (7 Nov 2022 to 17 Jun 2024)
  • Active Financial Partners Limited (no longer approved here)

    FRN 301860

    • Responsibility for MCD Intermediation (19 Nov 2021 to 17 Jun 2024)
    • Responsible for Insurance Distribution (19 Nov 2021 to 17 Jun 2024)
    • SMF3 Executive Director (19 Nov 2021 to 17 Jun 2024)
  • Argentis Wealth Management Ltd (no longer approved here)

    FRN 419331

    • Responsibility for MCD Intermediation (19 Nov 2021 to 17 Jun 2024)
    • Responsible for Insurance Distribution (19 Nov 2021 to 17 Jun 2024)
    • SMF3 Executive Director (19 Nov 2021 to 17 Jun 2024)
  • Argentis Financial Planning Ltd (no longer approved here)

    FRN 624277

    • Responsible for Insurance Distribution (19 Nov 2021 to 17 Jun 2024)
    • SMF3 Executive Director (19 Nov 2021 to 17 Jun 2024)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Functions requiring qualifications (23 Feb 2021 to 28 Jul 2021)
    • [FCA CF] Client dealing (23 Feb 2021 to 28 Jul 2021)
    • SMF1 Chief Executive (9 Dec 2019 to 28 Jul 2021)
    • SMF3 Executive Director (9 Dec 2019 to 28 Jul 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 28 Jul 2021)
    • Responsible for Insurance Mediation (23 Jan 2017 to 30 Sep 2018)
    • Responsibility for MCD Intermediation (23 Jan 2017 to 28 Jul 2021)
    • CF1 Director (21 Dec 2016 to 8 Dec 2019)
    • CF3 Chief Executive (21 Dec 2016 to 8 Dec 2019)
    • CF1 Director (AR) (16 Dec 2016 to 28 Jul 2021)
    • CF3 Chief Executive (AR) (16 Dec 2016 to 28 Jul 2021)
  • Avidus Scott Lang & Co. Limited (no longer approved here)

    FRN 777135

    • Employed By (10 Dec 2020 to 28 Jul 2021)
  • Atomos Investments Limited (no longer approved here)

    FRN 122588

    • SMF3 Executive Director (9 Dec 2019 to 28 Jul 2021)
    • SMF1 Chief Executive (9 Dec 2019 to 28 Jul 2021)
    • CF3 Chief Executive (21 Dec 2016 to 8 Dec 2019)
    • CF1 Director (21 Dec 2016 to 8 Dec 2019)

Recent activity

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

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