Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 24 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 11 Sep 2019)
    • (3)Employed By (since 24 Feb 2026)
  • Rees Wealth Management Ltd (no longer approved here)

    FRN 839222

    • (3)Employed By (4 Jan 2024 to 25 Mar 2026)
  • Temple Mews Wealth Management Limited (no longer approved here)

    FRN 928003

    • (7)Employed By (30 Jun 2020 to 4 Jan 2024)
  • C.N. Poole Ltd (no longer approved here)

    FRN 517143

    • Employed By (11 Sep 2019 to 11 Aug 2020)

Recent activity

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

No changes recorded yet.