Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Magus Private Wealth Limited
FRN 191022
- SMF3 Executive Director (since 9 Dec 2019)
- CF4 Partner (AR) (10 Feb 2025 to 17 Apr 2026)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Sep 2025)
- [FCA CF] Client dealing (9 Dec 2019 to 11 Sep 2025)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Sep 2025)
- Responsible for Insurance Distribution (1 Oct 2018 to 27 Jan 2022)
- CF30 Customer (1 Nov 2007 to 11 Sep 2025)
- Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
- CF10 Compliance Oversight (11 Oct 2004 to 14 Oct 2005)
- CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
- CF11 Money Laundering Reporting (1 Dec 2001 to 14 Oct 2005)
- CF1 Director (1 Dec 2001 to 8 Dec 2019)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
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Wilder Coe Financial Planning LLP
FRN 506776
- Employed By (since 11 Nov 2009)
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- (19)Employed By (7 May 2009 to 17 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
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