Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Investacc Limited
FRN 154918
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF1 Director (AR) (since 13 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 27 Aug 2021)
- [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
- CF30 Customer (since 13 Oct 2011)
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HGH Wealth Management Limited
FRN 181462
- (6)Employed By (since 13 Oct 2011)
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- CF30 Customer (1 Nov 2007 to 30 Jun 2011)
- CF21 Investment Adviser (14 Jul 2005 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (28 Feb 2005 to 14 Jul 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.