Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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New Leaf Distribution Limited
FRN 460421
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 23 Mar 2026)
- Appointed representative dealing with clients for which they require qualification (since 23 Mar 2026)
- CF1 Director (AR) (since 23 Mar 2026)
- CF30 Customer (since 23 Mar 2026)
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Latitude Wealth Strategies Limited
FRN 1021617
- Employed By (since 23 Mar 2026)
- Employed By (7 Jan 2025 to 20 Feb 2026)
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- Appointed representative dealing with clients for which they require qualification (14 Jan 2025 to 23 Feb 2026)
- CF30 Customer (7 Jan 2025 to 20 Feb 2026)
- CF1 Director (AR) (7 Jan 2025 to 20 Feb 2026)
- [FCA CF] Functions requiring qualifications (21 Oct 2024 to 14 Jan 2025)
- [FCA CF] Client dealing (21 Oct 2024 to 14 Jan 2025)
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- SMF3 Executive Director (9 Dec 2019 to 18 Oct 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2024)
- CF30 Customer (1 Jun 2015 to 8 Dec 2019)
- CF1 Director (1 Jun 2015 to 8 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 17 Nov 2008)
- CF21 Investment Adviser (20 May 2003 to 31 Oct 2007)
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- (1)Employed By (1 Oct 1998 to 15 Aug 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.