Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 May 2025)
    • [FCA CF] Functions requiring qualifications (since 7 May 2025)
  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • [FCA CF] Client dealing (20 Jan 2023 to 2 May 2025)
    • [FCA CF] Functions requiring qualifications (20 Jan 2023 to 2 May 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Client dealing (10 Dec 2019 to 25 Jul 2022)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 25 Jul 2022)
    • CF30 Customer (18 May 2019 to 28 Jun 2022)
    • CF1 Director (AR) (18 May 2019 to 28 Jun 2022)
  • Astute Financial Planners Ltd (no longer approved here)

    FRN 842130

    • Employed By (18 May 2019 to 18 Nov 2022)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (26 Jun 2018 to 23 Apr 2019)
  • Medical & Professional CFP Ltd (no longer approved here)

    FRN 555157

    • (5)Employed By (26 Jun 2018 to 23 Apr 2019)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • CF30 Customer (3 Nov 2014 to 31 May 2018)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • CF21 Investment Adviser (20 Mar 2006 to 1 Sep 2006)

Recent activity

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

No changes recorded yet.