Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 14 Mar 2025)
    • [FCA CF] Client dealing (since 14 Mar 2025)
    • CF30 Customer (since 18 Feb 2025)
    • (73)Employed By (since 14 Mar 2025)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (28)Employed By (18 Feb 2025 to 14 Mar 2025)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Sep 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Sep 2025)
    • CF1 Director (AR) (3 Jul 2015 to 17 Sep 2025)
    • CF30 Customer (3 Jul 2015 to 17 Sep 2025)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • CF30 Customer (5 Feb 2015 to 30 Apr 2015)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (28)Employed By at Taylored Advice Group Limited