Where they hold approval

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

  • CG Wealth Planning Limited (no longer approved here)

    FRN 594155

    • [FCA CF] Client dealing (1 Apr 2023 to 31 Jul 2025)
    • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 31 Jul 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2023 to 22 Apr 2025)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF21 Investment Adviser (1 Dec 2001 to 2 Apr 2004)

Recent activity

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

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