Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- CF1 Director (AR) (30 Jan 2023 to 9 Nov 2023)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
- CF30 Customer (1 Nov 2007 to 12 Jan 2024)
- CF7 Sole Trader (AR) (21 Nov 2003 to 31 Jan 2007)
- CF21 Investment Adviser (21 Nov 2003 to 31 Oct 2007)
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- Employed By (3 Jun 2015 to 12 Jan 2024)
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- (1)Employed By (21 Nov 2003 to 12 Jan 2024)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Metcalf Wealth Managers Ltd
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controlled function added: (1)Employed By at Metcalf Wealth Managers Ltd