Where they hold approval

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

  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (4 Oct 2024 to 3 Mar 2025)
    • [FCA CF] Client dealing (4 Oct 2024 to 3 Mar 2025)
  • Church House Investments Limited (no longer approved here)

    FRN 190548

    • [FCA CF] Functions requiring qualifications (12 Jun 2023 to 31 Aug 2024)
    • [FCA CF] Client dealing (12 Jun 2023 to 31 Aug 2024)
  • Blueberry Wealth Limited (no longer approved here)

    FRN 626661

    • [FCA CF] Client dealing (20 Jun 2022 to 7 Sep 2022)
    • [FCA CF] Functions requiring qualifications (20 Jun 2022 to 7 Sep 2022)
  • Just Mortgages Direct Limited (no longer approved here)

    FRN 404016

    • (29)Employed By (24 May 2021 to 1 Jul 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (24 May 2021 to 1 Jul 2021)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Functions requiring qualifications (13 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (13 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (6 Mar 2013 to 9 Sep 2013)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (17 Feb 2012 to 14 Dec 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 29 Jan 2010)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)

Recent activity

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

No changes recorded yet.