Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 9 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2024)
  • GDT Wealth Management Limited (no longer approved here)

    FRN 605978

    • (1)Employed By (9 Sep 2024 to 24 Apr 2026)

Recent activity

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

No changes recorded yet.