Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Wealthmax Financial Advisers Limited
FRN 766509
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 28 Mar 2023)
- CF1 Director (AR) (since 19 Jan 2023)
- CF30 Customer (19 Jan 2023 to 7 Apr 2026)
- [FCA CF] Functions requiring qualifications (10 Jan 2023 to 28 Mar 2023)
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Commercial Finance Brokers UK Limited
FRN 736199
- CF1 Director (AR) (since 22 Mar 2022)
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- Appointed representative dealing with clients for which they require qualification (5 Mar 2021 to 21 Nov 2022)
- CF1 Director (AR) (15 Feb 2021 to 21 Nov 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.