Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 5 Dec 2025)
    • [FCA CF] Client dealing (since 5 Dec 2025)
  • Argentis Wealth Management Ltd (no longer approved here)

    FRN 419331

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2024)
    • CF30 Customer (18 Jun 2013 to 8 Dec 2019)
  • CRS CONSULTANTS LIMITED (no longer approved here)

    FRN 474097

    • CF30 Customer (3 Dec 2007 to 13 Jun 2013)
    • CF22 Investment Adviser (Trainee) (24 Oct 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.