Where they hold approval

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

    • (2)Employed By (since 25 Sep 2024)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 9 Sep 2010)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (30 Jun 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Oct 2004 to 30 Jun 2005)
    • CF7 Sole Trader (AR) (8 Oct 2004 to 28 Oct 2005)
  • Gold Wealth Management Ltd (no longer approved here)

    FRN 408234

    • (4)Employed By (8 Oct 2004 to 24 Oct 2024)
  • Eden Park Associates (2465) (no longer approved here)

    FRN 182658

    • (2)Employed By (1 Oct 1998 to 27 Aug 2005)

Recent activity

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

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