Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • Director of firm who is not a certification employee or a SMF manager (12 May 2022 to 18 Apr 2024)
  • KW Investment Management Limited (no longer approved here)

    FRN 506600

    • [PRA CF] Significant risk taker or Material risk taker (12 May 2022 to 18 Apr 2024)
  • Wealthify Limited (no longer approved here)

    FRN 662530

    • SMF3 Executive Director (9 Dec 2019 to 17 Nov 2020)
    • CF1 Director (12 Oct 2015 to 8 Dec 2019)
  • ActiveQuote Limited (no longer approved here)

    FRN 501109

    • CF2 Non Executive Director (30 Aug 2019 to 8 Dec 2019)
    • CF1 Director (16 Dec 2015 to 30 Aug 2019)
  • Enterprise Investment Partners LLP (no longer approved here)

    FRN 604439

    • CF1 Director (AR) (13 Jan 2017 to 24 May 2017)
    • CF30 Customer (13 Jan 2017 to 28 Sep 2017)

Recent activity

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

No changes recorded yet.