Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- [FCA CF] Client dealing (20 Dec 2022 to 15 Jan 2024)
- [FCA CF] Functions requiring qualifications (20 Dec 2022 to 15 Jan 2024)
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- (8)[FCA CF] Functions requiring qualifications (1 Jul 2022 to 26 Jun 2023)
- (6)Appointed representative dealing with clients for which they require qualification (1 Jul 2022 to 26 Jun 2023)
- (7)[FCA CF] Client dealing (1 Jul 2022 to 26 Jun 2023)
- (5)CF30 Customer (1 Mar 2018 to 8 May 2023)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Oct 2022)
- [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2022)
- CF1 Director (AR) (2 Feb 2018 to 18 Oct 2022)
- CF30 Customer (8 Dec 2017 to 18 Oct 2022)
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- Employed By (8 Jun 2016 to 8 May 2023)
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- Employed By (8 Jun 2016 to 8 May 2023)
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- CF22 Investment Adviser (Trainee) (5 Jun 2006 to 20 Mar 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (5)CF30 Customer at Benchmark Wealth Management Limited
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controlled function added: (6)Appointed representative dealing with clients for which they require qualification at Benchmark Wealth Management Limited
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controlled function added: (7)[FCA CF] Client dealing at Benchmark Wealth Management Limited
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controlled function added: (8)[FCA CF] Functions requiring qualifications at Benchmark Wealth Management Limited