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 29 May 2025)
    • CF1 Director (AR) (since 14 May 2025)
    • CF30 Customer (since 14 May 2025)
    • Appointed representative dealing with clients for which they require qualification (16 Feb 2022 to 31 Mar 2023)
    • CF30 Customer (10 Feb 2022 to 31 Mar 2023)
    • (1)Employed By (since 14 May 2025)
  • Grierson Wealth Management (no longer approved here)

    FRN 402159

    • (4)Employed By (10 Feb 2022 to 31 Mar 2023)

Recent activity

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

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