Where they hold approval

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

  • Brooks Macdonald Asset Management Limited (no longer approved here)

    FRN 184918

    • [FCA CF] Material risk taker (1 May 2025 to 30 Sep 2025)
  • LIFT-WorkWise Ltd (no longer approved here)

    FRN 950678

    • (1)Employed By (21 Feb 2023 to 30 Sep 2025)
  • LIFT-Mortgages Limited (no longer approved here)

    FRN 918840

    • (1)Employed By (17 Mar 2020 to 30 Sep 2025)
  • LIFT-Financial Ltd (no longer approved here)

    FRN 471394

    • CF21 Investment Adviser
    • SMF1 Chief Executive (9 Dec 2019 to 30 Sep 2025)
    • CF3 Chief Executive (11 Mar 2013 to 8 Dec 2019)
    • CF1 Director (AR) (11 Jan 2010 to 30 Sep 2025)
    • CF30 Customer (2 Jan 2008 to 17 Dec 2010)
    • CF1 Director (2 Jan 2008 to 12 Dec 2012)
  • LIFT-Advice Ltd (no longer approved here)

    FRN 623947

    • SMF1 Chief Executive (9 Dec 2019 to 30 Sep 2025)
    • Responsible for Insurance Mediation (1 Apr 2015 to 2 Nov 2016)
    • CF3 Chief Executive (1 Apr 2015 to 8 Dec 2019)
  • LIFT-Invest Limited (no longer approved here)

    FRN 758465

    • SMF3 Executive Director (9 Dec 2019 to 30 Sep 2025)
    • CF1 Director (1 Mar 2017 to 8 Dec 2019)
  • Cartwright Employee Benefits Ltd (no longer approved here)

    FRN 542597

    • Employed By (17 May 2011 to 30 Sep 2025)
  • LIFT-Sport Limited (no longer approved here)

    FRN 513543

    • (2)Employed By (11 Jan 2010 to 30 Sep 2025)
  • CHARTWELL FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 189602

    • CF30 Customer (1 Nov 2007 to 31 Dec 2007)
    • CF21 Investment Adviser (13 Feb 2002 to 31 Oct 2007)
    • CF1 Director (13 Feb 2002 to 31 Dec 2007)
  • Chartwell Financial Management Ltd (no longer approved here)

    FRN 470114

    • Employed By (18 Jul 2007 to 31 Dec 2007)

Recent activity

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

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