Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2023)
    • CF1 Director (AR) (13 Dec 2018 to 11 Apr 2024)
    • CF30 Customer (15 Aug 2013 to 11 Apr 2024)

Recent activity

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

No changes recorded yet.