Where they hold approval

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

    • Employed By (since 4 Aug 2025)
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 7 Jul 2022)
    • CF30 Customer (since 29 Jul 2016)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jul 2022)
  • Cornerstone Wealth Limited (no longer approved here)

    FRN 729262

    • Employed By (29 Jul 2016 to 18 May 2017)
  • S G Wealth Management Limited (no longer approved here)

    FRN 196001

    • CF30 Customer (17 Jan 2013 to 16 May 2014)

Recent activity

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

No changes recorded yet.