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 23 Mar 2026)
  • PSG Financial Consultants Limited (no longer approved here)

    FRN 824396

    • [FCA CF] Functions requiring qualifications (4 Sep 2023 to 26 Jan 2024)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (12 Jul 2023 to 28 Aug 2023)
    • [FCA CF] Client dealing (1 Jun 2023 to 12 Jul 2023)
    • [FCA CF] Functions requiring qualifications (11 Jul 2022 to 9 May 2023)

Recent activity

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

No changes recorded yet.