Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 20 Jun 2023)
  • PSP WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 581393

    • SMF3 Executive Director (9 Dec 2019 to 20 Mar 2023)
    • Responsible for Insurance Distribution (28 Jun 2019 to 20 Mar 2023)
    • CF1 Director (30 May 2017 to 8 Dec 2019)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (20 Aug 2008 to 11 Jul 2011)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF22 Investment Adviser (Trainee) (19 May 2003 to 5 Mar 2004)

Recent activity

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

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