Where they hold approval

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

    • SMF1 Chief Executive (since 31 Jan 2024)
    • SMF3 Executive Director (since 31 Jan 2024)
    • Responsibility for MCD Intermediation (3 Sep 2024 to 2 Jan 2025)
    • Responsible for Insurance Distribution (26 Jul 2024 to 2 Jan 2025)
    • SMF3 Executive Director (since 31 Jan 2024)
    • SMF1 Chief Executive (since 31 Jan 2024)
    • Responsibility for MCD Intermediation (3 Sep 2024 to 2 Jan 2025)
    • Responsible for Insurance Distribution (26 Jul 2024 to 2 Jan 2025)
    • SMF1 Chief Executive (since 23 Feb 2024)
    • SMF3 Executive Director (since 23 Feb 2024)
    • Responsibility for MCD Intermediation (3 Sep 2024 to 2 Jan 2025)
    • Responsible for Insurance Distribution (26 Jul 2024 to 2 Jan 2025)
    • Director of firm who is not a certification employee or a SMF manager (since 1 Mar 2024)
    • SMF3 Executive Director (2 Aug 2024 to 17 Apr 2025)
    • Responsible for Insurance Distribution (2 Aug 2024 to 17 Apr 2025)
    • SMF1 Chief Executive (2 Aug 2024 to 17 Apr 2025)
    • SMF3 Executive Director (since 31 Jan 2024)
    • SMF1 Chief Executive (since 31 Jan 2024)
    • Responsibility for MCD Intermediation (26 Jul 2024 to 2 Jan 2025)
    • Responsible for Insurance Distribution (26 Jul 2024 to 2 Jan 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF1 Director (AR) (4 Mar 2025 to 7 Nov 2025)
  • Linear Wealth Management Limited (no longer approved here)

    FRN 1029031

    • (1)Employed By (4 Mar 2025 to 7 Nov 2025)
  • Zurich Intermediary Group Limited (no longer approved here)

    FRN 191080

    • CF29 Significant management (22 Dec 2008 to 30 Nov 2015)
  • Bankhall Support Services Limited (no longer approved here)

    FRN 164877

    • CF1 Director (4 Oct 2005 to 31 Oct 2008)
  • Rapport Financial Strategists Limited (no longer approved here)

    FRN 197346

    • CF1 Director (8 Sep 2003 to 21 Feb 2005)

Recent activity

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

No changes recorded yet.