Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Casterbridge Wealth Limited
FRN 727583
- 14. Managing investments
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
- [FCA CF] Client dealing (since 12 Jan 2026)
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- [FCA CF] Functions requiring qualifications (3 Aug 2020 to 31 Mar 2021)
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- CF30 Customer (31 Oct 2013 to 29 Sep 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.