Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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TWP Wealth Limited
FRN 563343
- SMF1 Chief Executive (since 1 Nov 2025)
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Chetwood Wealth Management Ltd
FRN 195024
- SMF1 Chief Executive (since 30 Sep 2025)
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DARNELLS WEALTH MANAGEMENT LIMITED
FRN 474566
- SMF1 Chief Executive (since 30 Sep 2025)
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PK Wealth Limited
FRN 669243
- SMF1 Chief Executive (since 30 Sep 2025)
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CHETWOOD INVESTMENT MANAGEMENT LIMITED
FRN 835233
- SMF1 Chief Executive (since 30 Sep 2025)
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IM ASSET MANAGEMENT LIMITED
FRN 402770
- Director of firm who is not a certification employee or a SMF manager (since 30 May 2025)
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Save & Invest (Financial Planning) Limited
FRN 144940
- SMF1 Chief Executive (since 26 Mar 2025)
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KMG Investment Management Limited
FRN 610230
- SMF3 Executive Director (since 21 Oct 2024)
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Shackleton Advisers Limited
FRN 163291
- SMF1 Chief Executive (since 28 Jul 2023)
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- (179)SMF1 Chief Executive (26 Mar 2025 to 7 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: SMF1 Chief Executive at ELLIS BATES WEALTH MANAGEMENT LTD
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controlled function added: (179)SMF1 Chief Executive at ELLIS BATES WEALTH MANAGEMENT LTD