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
    • CF30 Customer (since 19 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (since 22 Jul 2024)
    • (2)Employed By (since 19 Aug 2024)

Recent activity

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

  1. controlled function removed: Employed By at 4Life Wealth Management Limited

  2. controlled function added: (2)Employed By at 4Life Wealth Management Limited