Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Patterson-Mills Financial Planning Limited
FRN 774841
- CF30 Customer (since 20 Apr 2026)
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Forest Wealth Management Ltd
FRN 1053787
- Employed By (since 20 Apr 2026)
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- [FCA CF] Client dealing (15 Sep 2025 to 2 Feb 2026)
- [FCA CF] Functions requiring qualifications (15 Sep 2025 to 2 Feb 2026)
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- SMF3 Executive Director (21 Aug 2024 to 14 Nov 2024)
- [FCA CF] Functions requiring qualifications (13 Jun 2024 to 4 Mar 2025)
- [FCA CF] Client dealing (13 Jun 2024 to 4 Mar 2025)
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- SMF3 Executive Director (17 Jun 2022 to 19 Mar 2025)
- [FCA CF] Client dealing (10 Feb 2020 to 28 Mar 2025)
- [FCA CF] Functions requiring qualifications (10 Feb 2020 to 28 Mar 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.