Where they hold approval

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

  • Oculus Wealth Management Limited (no longer approved here)

    FRN 605985

    • Appointed representative dealing with clients for which they require qualification (8 Dec 2020 to 21 Aug 2025)
    • CF1 Director (AR) (8 Dec 2020 to 21 Aug 2025)
    • CF30 Customer (8 Dec 2020 to 21 Aug 2025)
    • [FCA CF] Functions requiring qualifications (8 Dec 2020 to 21 Aug 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 21 Aug 2025)
  • Oculus Wealth Management (Newbury) Limited (no longer approved here)

    FRN 935113

    • (1)Employed By (8 Dec 2020 to 21 Aug 2025)

Recent activity

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

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