Where they hold approval

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

  • RWM 2007 Limited

    FRN 1016243

    • (5)Employed By (since 10 Oct 2024)
    • 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 10 Feb 2024)
    • Appointed representative dealing with clients for which they require qualification (since 29 Jan 2024)
  • Ward Wealth Management Ltd (no longer approved here)

    FRN 658124

    • (2)Employed By (10 Feb 2024 to 14 Oct 2024)

Recent activity

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

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