Where they hold approval

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

    • 17. Administrative functions in relation to managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 3. Giving personal recommendations on derivatives
    • 14. Managing investments
    • SMF3 Executive Director (since 2 Apr 2024)
    • [FCA CF] Client dealing (since 24 Aug 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF11 Money Laundering Reporting (29 Jan 2018 to 10 Sep 2018)
    • CF10 Compliance Oversight (29 Jan 2018 to 10 Sep 2018)
    • CF30 Customer (30 Nov 2011 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.