Where they hold approval

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

  • Insight Wealth Limited (no longer approved here)

    FRN 470603

    • Responsible for Insurance Distribution (1 Oct 2018 to 18 Feb 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Oct 2007 to 18 Feb 2019)
    • CF11 Money Laundering Reporting (1 Oct 2007 to 18 Feb 2019)
    • CF21 Investment Adviser (1 Oct 2007 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Oct 2007 to 31 Mar 2009)
    • Responsible for Insurance Mediation (1 Oct 2007 to 30 Sep 2018)
    • CF1 Director (1 Oct 2007 to 18 Feb 2019)
  • Bob Grapes Financial Planning Ltd (no longer approved here)

    FRN 206123

    • Employed By (11 Mar 2002 to 30 Sep 2007)

Recent activity

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

No changes recorded yet.