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
    • [FCA CF] Functions requiring qualifications (since 8 Jul 2025)
    • [FCA CF] Client dealing (since 8 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 8 Jul 2025)
    • CF30 Customer (since 7 Jul 2025)
    • CF1 Director (AR) (since 7 Jul 2025)
    • (1)Employed By (since 7 Jul 2025)
  • Magus Private Wealth Limited (no longer approved here)

    FRN 191022

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Aug 2025)
    • CF30 Customer (11 Jul 2017 to 8 Dec 2019)
  • TEMPLAR FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 178554

    • CF30 Customer (1 Nov 2007 to 1 Jul 2016)
    • CF22 Investment Adviser (Trainee) (23 Oct 2007 to 31 Oct 2007)
  • Robertson Taylor Financial Services Ltd (no longer approved here)

    FRN 200444

    • (5)Employed By (23 Oct 2007 to 8 Dec 2019)
  • Modern Money Financial Services Limited (no longer approved here)

    FRN 150571

    • CF21 Investment Adviser (1 Jun 2005 to 7 Sep 2007)
    • CF22 Investment Adviser (Trainee) (25 Feb 2005 to 1 Jun 2005)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF21 Investment Adviser (14 Jan 2005 to 31 Jan 2005)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (5 Sep 2002 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (11 Feb 2002 to 5 Sep 2002)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (5 Sep 2002 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (31 May 2002 to 5 Sep 2002)

Recent activity

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

No changes recorded yet.