Last updated
2 weeks ago
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Where they hold approval

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

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 14. Managing investments
    • 13. Giving personal recommendations on and dealing with derivatives
    • SMF3 Executive Director (since 14 Jun 2021)
    • [FCA CF] Manager of certification employee (since 1 May 2021)
    • [FCA CF] Client dealing (since 1 May 2021)
    • [FCA CF] Functions requiring qualifications (since 1 May 2021)
  • Brooks Macdonald Asset Management Limited (no longer approved here)

    FRN 184918

    • [FCA CF] Manager of certification employee (16 Nov 2020 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (16 Nov 2020 to 30 Apr 2021)
    • CF1 Director (22 Oct 2008 to 1 Nov 2012)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF26 Customer Trading (14 Jul 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (13 May 2004 to 31 Oct 2007)
    • CF27 Investment Management (13 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Mar 2003 to 13 May 2004)

Recent activity

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

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