Where they hold approval

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

  • My Pension Expert Limited (no longer approved here)

    FRN 579999

    • [FCA CF] Client dealing (9 Jan 2025 to 27 May 2025)
    • [FCA CF] Functions requiring qualifications (9 Jan 2025 to 27 May 2025)
  • Julian Harris Financial Consultants (no longer approved here)

    FRN 153566

    • Appointed representative dealing with clients for which they require qualification (11 May 2020 to 8 Apr 2024)
    • CF30 Customer (11 May 2020 to 8 Apr 2024)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF30 Customer (1 Nov 2007 to 12 Dec 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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