Where they hold approval

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

  • FD Wealth Ltd

    FRN 231408

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2025)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2025)
    • CF30 Customer (12 Jun 2018 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Dec 2025)
    • CF30 Customer (12 Jun 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.