Where they hold approval

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

    • Employed By (since 19 Oct 2020)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 23 May 2014)
    • CF30 Customer (since 4 May 2012)
  • WB Wealth Limited (no longer approved here)

    FRN 623150

    • Employed By (23 May 2014 to 7 Dec 2020)
  • Killik & Co LLP (no longer approved here)

    FRN 462016

    • CF30 Customer (3 Jan 2012 to 22 Mar 2012)

Recent activity

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

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