Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 16 Sep 2025)
- CF30 Customer (since 5 Sep 2025)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jul 2022)
- CF30 Customer (15 Nov 2018 to 11 Jul 2022)
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Optasia Wealth Management Limited
FRN 216440
- (5)Employed By (since 5 Sep 2025)
- (17)Employed By (15 Nov 2018 to 11 Jul 2022)
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- [FCA CF] Functions requiring qualifications (26 Feb 2025 to 1 Aug 2025)
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- [FCA CF] Functions requiring qualifications (26 Feb 2025 to 31 Jul 2025)
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- Employed By (11 Mar 2024 to 11 Feb 2025)
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- CF30 Customer (11 Mar 2024 to 11 Feb 2025)
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- Employed By (2 Nov 2022 to 11 Feb 2025)
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- Appointed representative dealing with clients for which they require qualification (11 Aug 2022 to 5 Jun 2024)
- CF30 Customer (11 Aug 2022 to 28 May 2024)
- [FCA CF] Client dealing (11 Aug 2022 to 5 Jun 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.