Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Robson Financial Limited
FRN 731380
- 17. Administrative functions in relation to managing investments
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- [FCA CF] Functions requiring qualifications (since 20 Apr 2026)
- [FCA CF] Client dealing (since 20 Apr 2026)
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Centurion Wealth Management Limited
FRN 509905
- 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)
- [FCA CF] Client dealing (since 3 Jun 2024)
- [FCA CF] Functions requiring qualifications (since 3 Jun 2024)
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- Appointed representative dealing with clients for which they require qualification (5 Jul 2021 to 15 Mar 2024)
- CF30 Customer (21 Jun 2021 to 15 Mar 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.