Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- [FCA CF] Client dealing (1 Jun 2022 to 26 Jun 2025)
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- (31)[FCA CF] Client dealing (5 Aug 2020 to 30 Nov 2021)
- (32)[FCA CF] Functions requiring qualifications (5 Aug 2020 to 30 Nov 2021)
- (30)CF30 Customer (27 Mar 2018 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (30)CF30 Customer at CBW Financial Planning Limited
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controlled function added: (31)[FCA CF] Client dealing at CBW Financial Planning Limited
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controlled function added: (32)[FCA CF] Functions requiring qualifications at CBW Financial Planning Limited