Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 26 Jan 2026)
    • [FCA CF] Client dealing (since 26 Jan 2026)
    • CF1 Director (AR) (since 13 Nov 2025)
    • CF30 Customer (since 13 Nov 2025)
    • Employed By (since 13 Nov 2025)
  • Oasis Wealth Management Ltd (no longer approved here)

    FRN 820249

    • (3)Employed By (16 Aug 2023 to 23 Dec 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (10 Nov 2022 to 19 Dec 2025)
    • CF30 Customer (2 Nov 2022 to 19 Dec 2025)
  • Ginkgo Financial Ltd (no longer approved here)

    FRN 912144

    • (6)Employed By (2 Nov 2022 to 25 Aug 2023)

Recent activity

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

No changes recorded yet.