Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Global WealthMAP Ltd
FRN 827170
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 4 Nov 2025)
- SMF3 Executive Director (since 30 Oct 2025)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (since 26 Sep 2019)
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James McKenzie Financial Planning Ltd
FRN 802432
- (6)Employed By (since 28 Oct 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.