Where they hold approval

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

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 9 Sep 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Sep 2019)
    • CF30 Customer (7 May 2015 to 6 Mar 2016)
    • CF22 Investment Adviser (Trainee) (30 May 2003 to 3 Feb 2004)

Recent activity

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

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