Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (12 Apr 2007 to 31 Oct 2007)
    • CF1 Director (AR) (11 Jul 2006 to 28 Mar 2007)
    • (10)Employed By (since 9 May 2018)
  • Future Perfect Financial Solutions Limited (no longer approved here)

    FRN 433907

    • (31)Employed By (23 Apr 2012 to 9 May 2018)
  • Bluetree Financial Services Ltd (no longer approved here)

    FRN 208781

    • Employed By (12 Apr 2007 to 23 Apr 2012)
  • Elite Financial Solutions (UK) Limited (no longer approved here)

    FRN 454255

    • (2)Employed By (11 Jul 2006 to 28 Mar 2007)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (1 Dec 2001 to 28 Jul 2003)

Recent activity

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

  1. controlled function removed: Employed By at Salisbury House Limited

  2. controlled function added: (10)Employed By at Salisbury House Limited