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
    • Appointed representative dealing with clients for which they require qualification (since 13 Oct 2022)
    • CF30 Customer (since 9 Sep 2022)
  • Clearwater Wealth Management (no longer approved here)

    FRN 401714

    • Employed By (9 Sep 2022 to 28 Apr 2026)

Recent activity

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

No changes recorded yet.