Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Jones Financial (Norwich) Limited
FRN 660094
- SMF1 Chief Executive (since 12 Dec 2025)
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CB FINANCIAL ADVISERS LLP
FRN 489484
- CF3 Chief Executive (AR) (since 7 Oct 2025)
- SMF27 Partner (since 27 May 2025)
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Coole Bevis Wealth Management Ltd
FRN 515456
- Employed By (since 7 Oct 2025)
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Whitefriars Financial Services Limited
FRN 222458
- SMF1 Chief Executive (since 23 May 2025)
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SIMPSON KELLY ASSOCIATES LTD.
FRN 599404
- SMF1 Chief Executive (since 14 Mar 2024)
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Futura Wealth Management Ltd
FRN 515272
- SMF1 Chief Executive (since 1 Jul 2022)
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- SMF3 Executive Director (10 Apr 2025 to 2 Apr 2026)
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- Employed By (31 Oct 2019 to 10 Jun 2020)
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- CF1 Director (AR) (22 Oct 2016 to 10 Jun 2020)
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- CF1 Director (AR) (16 Nov 2015 to 28 Oct 2016)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.