Where they hold approval

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

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 24 Feb 2025)
    • [FCA CF] Client dealing (since 1 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 29 Aug 2022)
  • Brunel Pension Partnership Limited (no longer approved here)

    FRN 790168

    • (45)[FCA CF] Client dealing (3 Feb 2020 to 31 Aug 2022)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (11 Nov 2013 to 1 Dec 2015)

Recent activity

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

  1. controlled function added: (45)[FCA CF] Client dealing at Brunel Pension Partnership Limited