Where they hold approval

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

    • 17. Administrative functions in relation to managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
    • [FCA CF] Client dealing (since 3 Mar 2025)
  • William Blair International, Ltd (no longer approved here)

    FRN 189068

    • CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2005)

Recent activity

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

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