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
    • [FCA CF] Functions requiring qualifications (since 23 Oct 2025)
  • Isio Wealth Planning Limited (no longer approved here)

    FRN 460880

    • [FCA CF] Client dealing (9 Feb 2021 to 27 Mar 2025)
    • [FCA CF] Functions requiring qualifications (9 Feb 2021 to 27 Mar 2025)

Recent activity

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

No changes recorded yet.