Where they hold approval

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

  • Common Sense Financial Planning Ltd (no longer approved here)

    FRN 496888

    • Employed By (4 Feb 2022 to 12 Mar 2026)
  • COTSWOLD INDEPENDENT FINANCIAL SERVICES LTD (no longer approved here)

    FRN 604634

    • CF1 Director (AR) (4 Feb 2022 to 12 Mar 2026)
    • [FCA CF] Significant management (1 Jan 2020 to 15 Mar 2024)
    • [FCA CF] Client dealing (1 Jan 2020 to 15 Mar 2024)
    • [FCA CF] Functions requiring qualifications (1 Jan 2020 to 15 Mar 2024)
    • SMF3 Executive Director (9 Dec 2019 to 12 Mar 2026)
    • CF30 Customer (21 Nov 2013 to 8 Dec 2019)
    • CF1 Director (21 Oct 2013 to 8 Dec 2019)

Recent activity

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

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