Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 21 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (11 Sep 2007 to 31 Oct 2007)
    • (1)Employed By (since 21 Jan 2022)
  • Portbury Wealth Management Limited (no longer approved here)

    FRN 766698

    • (3)Employed By (9 Dec 2016 to 8 Feb 2022)

Recent activity

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

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