Where they hold approval

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

  • Minster Financial Management Limited (no longer approved here)

    FRN 222122

    • [FCA CF] Client dealing (23 Jan 2024 to 31 Jul 2024)
    • [FCA CF] Functions requiring qualifications (23 Jan 2024 to 31 Jul 2024)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Functions requiring qualifications (27 Nov 2023 to 5 Jan 2024)
    • [FCA CF] Client dealing (27 Nov 2023 to 5 Jan 2024)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
    • CF30 Customer (14 Mar 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.