Where they hold approval

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

  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (16 Jan 2024 to 29 Jan 2026)
    • [FCA CF] Functions requiring qualifications (16 Jan 2024 to 29 Jan 2026)
  • Roxburgh Ltd (no longer approved here)

    FRN 464721

    • Employed By (8 Jul 2010 to 2 Jun 2011)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 2 Jun 2011)
    • CF22 Investment Adviser (Trainee) (19 Aug 2004 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.