Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 Apr 2025)
    • CF1 Director (AR) (since 31 Mar 2025)
    • CF30 Customer (since 31 Mar 2025)
    • (1)Employed By (since 31 Mar 2025)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Client dealing (18 Jun 2024 to 14 Feb 2025)
    • [FCA CF] Functions requiring qualifications (18 Jun 2024 to 14 Feb 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (7 Nov 2023 to 3 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (17 Apr 2023 to 3 Jun 2024)
  • Matthew Tucker (no longer approved here)

    FRN 1004166

    • (1)Employed By (7 Nov 2023 to 3 Jun 2024)

Recent activity

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

  1. controlled function removed: Employed By at Altitude Financial Solutions Ltd

  2. controlled function added: (1)Employed By at Altitude Financial Solutions Ltd