Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Gravita Wealth Limited
FRN 192082
- (9)Employed By (since 8 Jun 2023)
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Simmons Gainsford Financial Services Limited
FRN 449588
- (11)Employed By (since 8 Jun 2023)
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Vintage Wealth Management Limited
FRN 593380
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF30 Customer (since 23 May 2023)
- [FCA CF] Client dealing (since 26 Sep 2022)
- [FCA CF] Functions requiring qualifications (since 26 Sep 2022)
- [FCA CF] Functions requiring qualifications (17 May 2021 to 23 Nov 2021)
- [FCA CF] Client dealing (17 May 2021 to 23 Nov 2021)
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BKL Wealth Management Limited
FRN 607954
- Employed By (since 23 May 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.