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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 15 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 19 Aug 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (27 Jun 2024 to 24 Jan 2025)

Recent activity

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

No changes recorded yet.