Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 21 Oct 2025)
    • CF30 Customer (since 13 Oct 2025)
    • (3)Employed By (since 13 Oct 2025)
    • (3)Employed By (20 Dec 2023 to 2 Oct 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (20 Dec 2023 to 2 Oct 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (18 Nov 2019 to 20 Jan 2020)

Recent activity

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

No changes recorded yet.