Last updated
1 month ago
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Where they hold approval

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

    • (1)14. Managing investments
    • (3)[FCA CF] Functions requiring qualifications (since 16 Mar 2022)
    • (2)[FCA CF] Client dealing (since 9 Dec 2019)
    • (15)CF30 Customer (4 Oct 2019 to 8 Dec 2019)

Recent activity

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

  1. controlled function removed: [FCA CF] Client dealing at Stonewood Wealth Management LLP

  2. controlled function removed: [FCA CF] Functions requiring qualifications at Stonewood Wealth Management LLP

  3. controlled function removed: 14. Managing investments at Stonewood Wealth Management LLP

  4. controlled function added: (15)CF30 Customer at Stonewood Wealth Management LLP

  5. controlled function added: (1)14. Managing investments at Stonewood Wealth Management LLP

  6. controlled function added: (2)[FCA CF] Client dealing at Stonewood Wealth Management LLP

  7. controlled function added: (3)[FCA CF] Functions requiring qualifications at Stonewood Wealth Management LLP