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
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2021)
    • [FCA CF] Client dealing (since 1 Apr 2021)
    • Sole trader dealing with clients for which they require qualification (since 1 Apr 2021)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • [FCA CF] Significant management (1 Apr 2021 to 18 Nov 2025)
    • [FCA CF] Manager of certification employee (1 Apr 2021 to 18 Nov 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF10 Compliance Oversight (5 Oct 2004 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (5 Oct 2004 to 31 Mar 2009)
    • CF7 Sole Trader (5 Oct 2004 to 31 Jan 2007)
    • CF11 Money Laundering Reporting (5 Oct 2004 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.