Where they hold approval

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

    • (7)Employed By (since 20 Jun 2022)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 25 Jan 2012)
    • CF4 Partner (AR) (27 Oct 2016 to 27 Jun 2022)
  • BRC Wealth Management LLP (no longer approved here)

    FRN 572303

    • Employed By (25 Jan 2012 to 27 Jun 2022)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF1 Director (AR) (18 Jun 2010 to 28 Dec 2011)
    • CF30 Customer (18 Jun 2010 to 28 Dec 2011)
  • Think IF Ltd (no longer approved here)

    FRN 400854

    • (3)Employed By (4 Jun 2004 to 12 Mar 2010)

Recent activity

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

No changes recorded yet.