Where they hold approval

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

    • Employed By (since 1 Oct 2020)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Feb 2011)
    • CF30 Customer (since 3 Aug 2010)
  • Circle Wealth Partners Ltd (no longer approved here)

    FRN 528715

    • Employed By (3 Aug 2010 to 5 Jan 2021)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (31 Mar 2008 to 29 Jun 2010)

Recent activity

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

No changes recorded yet.