Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF27 Partner (since 2 Feb 2026)
    • [FCA CF] Client dealing (since 20 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 20 Jun 2024)
    • SMF3 Executive Director (since 5 Jul 2024)

Recent activity

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

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