Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Hexagon Wealth Limited
FRN 483403
- 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 5 Jul 2025)
- Appointed representative dealing with clients for which they require qualification (since 10 Feb 2021)
- CF30 Customer (since 10 Feb 2021)
- [FCA CF] Client dealing (since 10 Feb 2021)
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YorWealth Limited
FRN 937101
- Employed By (since 10 Feb 2021)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Sep 2020)
- [FCA CF] Client dealing (9 Dec 2019 to 25 Sep 2020)
- CF30 Customer (1 Apr 2014 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.