Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Openwork Limited
FRN 408285
- SMF9 Chair of the Governing Body (since 23 Jan 2026)
- SMF7 Group Entity Senior Manager (since 23 Jan 2026)
- SMF7 Group Entity Senior Manager (2 Jan 2023 to 13 Jan 2025)
- SMF9 Chair of the Governing Body (2 Jan 2023 to 13 Jan 2025)
- Responsible for Insurance Distribution (10 Dec 2020 to 18 Jan 2023)
- SMF3 Executive Director (10 Dec 2020 to 2 Jan 2023)
- Responsibility for MCD Intermediation (10 Dec 2020 to 18 Jan 2023)
- SMF1 Chief Executive (10 Dec 2020 to 2 Jan 2023)
-
2 Plan Wealth Management Limited
FRN 461598
- SMF9 Chair of the Governing Body (since 13 May 2024)
- SMF7 Group Entity Senior Manager (since 13 May 2024)
-
- CF1 Director (21 Mar 2016 to 9 May 2019)
-
- SMF1 Chief Executive (7 Mar 2016 to 9 May 2019)
- CF3 Chief Executive (2 Dec 2013 to 6 Mar 2016)
- CF1 Director (29 May 2013 to 6 Mar 2016)
-
- CF1 Director (6 Feb 2014 to 9 May 2019)
-
- CF3 Chief Executive (8 Nov 2006 to 9 Dec 2009)
- CF8 Apportionment and Oversight (8 Nov 2006 to 31 Oct 2007)
- CF1 Director (21 Nov 2005 to 9 Dec 2009)
- CF16 Significant Mgt (Desgntd Investment Business) (24 Dec 2004 to 1 Nov 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.