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)
    • Appointed representative dealing with clients for which they require qualification (since 4 Dec 2025)
    • CF30 Customer (since 3 Dec 2025)
    • (5)Employed By (since 3 Dec 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (26 Jan 2024 to 3 Nov 2025)
    • CF30 Customer (5 Dec 2023 to 3 Nov 2025)
  • Town and Village Financial Services Limited (no longer approved here)

    FRN 216542

    • Employed By (5 Dec 2023 to 3 Nov 2025)

Recent activity

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

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