Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 24 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 24 Dec 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (14 Oct 2022 to 7 Nov 2025)
    • CF30 Customer (8 Sep 2022 to 7 Nov 2025)
  • Stellenbosch Financial Planning (no longer approved here)

    FRN 592413

    • (2)Employed By (8 Sep 2022 to 7 Nov 2025)
  • Campbell Munro Limited (no longer approved here)

    FRN 170068

    • [FCA CF] Functions requiring qualifications (10 Dec 2021 to 27 Jul 2022)
    • [FCA CF] Client dealing (10 Dec 2021 to 27 Jul 2022)

Recent activity

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

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