Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 31 Dec 2024)
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- CF30 Customer (12 Aug 2015 to 28 Oct 2016)
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- (5)Employed By (12 Aug 2015 to 28 Oct 2016)
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- Employed By (17 Jan 2013 to 29 May 2015)
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- CF30 Customer (20 Sep 2011 to 31 Aug 2012)
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- CF30 Customer (1 Nov 2007 to 28 Oct 2011)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (5)Employed By at Chrysalis Wealth Management Ltd