Where they hold approval

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

    • 11. Pension transfer specialist
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2026)
    • [FCA CF] Client dealing (since 1 Feb 2026)
  • Craven Street Financial Planning Limited (no longer approved here)

    FRN 135202

    • [FCA CF] Functions requiring qualifications (1 Mar 2024 to 14 Nov 2025)
    • [FCA CF] Client dealing (1 Mar 2024 to 14 Nov 2025)
  • ALLAN INVESTMENT MANAGEMENT LIMITED (no longer approved here)

    FRN 446801

    • CF21 Investment Adviser (1 Mar 2006 to 30 Nov 2006)
    • CF24 Pension Transfer Specialist (1 Mar 2006 to 30 Nov 2006)
  • Bowker Davies Dodgson Ltd (0134) (no longer approved here)

    FRN 179831

    • Employed By (14 Sep 2004 to 24 Dec 2005)

Recent activity

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

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