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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 12 Nov 2025)
    • CF1 Director (AR) (since 22 Oct 2025)
    • CF30 Customer (since 22 Oct 2025)
    • Employed By (since 22 Oct 2025)
  • Bellamy Wealth Management Limited (no longer approved here)

    FRN 971895

    • Employed By (14 Apr 2022 to 12 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 12 Sep 2025)
    • CF30 Customer (7 Apr 2020 to 12 Sep 2025)
  • Bellamy Wealth Management Limited (no longer approved here)

    FRN 545859

    • Employed By (7 Apr 2020 to 12 Sep 2025)
  • PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

    FRN 178690

    • CF30 Customer (2 Nov 2018 to 27 Mar 2020)

Recent activity

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

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