Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Timeline Portfolios Ltd
FRN 840807
- Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2025)
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MWA FINANCIAL ADVICE LTD
FRN 460399
- Director of firm who is not a certification employee or a SMF manager (since 7 Sep 2023)
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Pareto Financial Planning Limited
FRN 618272
- Director of firm who is not a certification employee or a SMF manager (since 21 Sep 2022)
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- SMF1 Chief Executive (9 Dec 2019 to 14 Dec 2020)
- SMF3 Executive Director (9 Dec 2019 to 14 Dec 2020)
- CF3 Chief Executive (27 Nov 2018 to 8 Dec 2019)
- CF1 Director (27 Nov 2018 to 8 Dec 2019)
- CF2 Non Executive Director (14 Nov 2017 to 27 Nov 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.