Where they hold approval

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

    • 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)
    • [FCA CF] Client dealing (since 23 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 23 Mar 2026)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • [FCA CF] Client dealing (5 Jan 2024 to 15 Mar 2026)
    • [FCA CF] Functions requiring qualifications (5 Jan 2024 to 15 Mar 2026)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • [FCA CF] Client dealing (28 Sep 2022 to 23 Aug 2023)
    • [FCA CF] Functions requiring qualifications (28 Sep 2022 to 23 Aug 2023)
  • SCOTIA WEALTH MANAGEMENT LTD. (no longer approved here)

    FRN 606279

    • [FCA CF] Client dealing (13 Jun 2022 to 11 Jul 2022)
    • [FCA CF] Functions requiring qualifications (13 Jun 2022 to 11 Jul 2022)
  • White Rose Finance Group Limited (no longer approved here)

    FRN 630772

    • CF1 Director (AR) (6 Feb 2018 to 18 Oct 2019)

Recent activity

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

No changes recorded yet.