Where they hold approval

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

  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • SMF3 Executive Director (9 Dec 2019 to 1 Feb 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Feb 2022)
    • CF30 Customer (1 Nov 2007 to 29 Nov 2016)
    • CF1 Director (15 Jun 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (15 Jun 2007 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (15 Jun 2007 to 31 Mar 2009)
    • CF21 Investment Adviser (15 Jun 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (15 Jun 2007 to 31 Oct 2007)

Recent activity

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

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