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 16 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 21 Jun 2018)
    • (1)Employed By (since 16 Dec 2023)
  • McKenzie Wealth Management Ltd (no longer approved here)

    FRN 505484

    • (6)Employed By (12 Jan 2019 to 29 Dec 2023)
  • H.J.KNEE,LIMITED (no longer approved here)

    FRN 727470

    • CF1 Director (19 Aug 2016 to 8 Feb 2017)

Recent activity

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

No changes recorded yet.