Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 15 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (since 19 Nov 2025)
    • (1)Employed By (since 15 Jan 2026)
  • Wealthmax Financial Advisers Limited (no longer approved here)

    FRN 766509

    • [FCA CF] Functions requiring qualifications (10 Jan 2025 to 4 Nov 2025)

Recent activity

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

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