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 18 Mar 2026)
    • CF30 Customer (since 12 Mar 2026)
    • Employed By (since 12 Mar 2026)
  • Gilson Gray Financial Limited (no longer approved here)

    FRN 628199

    • (26)Employed By (9 Sep 2020 to 26 Jan 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2026)
    • CF30 Customer (23 May 2019 to 26 Jan 2026)

Recent activity

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

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