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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 18 Feb 2026)
    • CF30 Customer (since 9 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 5 Jun 2023)
  • SFS 2026 Ltd

    FRN 1050163

    • (1)Employed By (since 18 Feb 2026)
  • SFS 2025 Ltd (no longer approved here)

    FRN 1036685

    • (2)Employed By (1 Sep 2025 to 27 Mar 2026)
  • Glos & Wilts Financial Planning Limited (no longer approved here)

    FRN 953482

    • (3)Employed By (9 Aug 2023 to 1 Sep 2025)

Recent activity

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

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