Where they hold approval

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

    • 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 28 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 28 Apr 2025)
  • PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

    FRN 178690

    • [FCA CF] Client dealing (24 May 2024 to 18 Apr 2025)
    • [FCA CF] Functions requiring qualifications (24 May 2024 to 18 Apr 2025)
  • boosst Limited (no longer approved here)

    FRN 791683

    • [FCA CF] Client dealing (7 Nov 2023 to 26 Apr 2024)
    • [FCA CF] Functions requiring qualifications (7 Nov 2023 to 26 Apr 2024)

Recent activity

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

No changes recorded yet.