Where they hold approval

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

  • Brooks Macdonald Asset Management Limited (no longer approved here)

    FRN 184918

    • Responsible for Insurance Distribution (31 Oct 2023 to 7 Jan 2026)
    • SMF3 Executive Director (9 Dec 2019 to 7 Jan 2026)
    • CF1 Director (15 Feb 2008 to 1 Nov 2012)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF26 Customer Trading (12 Jul 2006 to 31 Oct 2007)
    • CF27 Investment Management (21 Apr 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (19 Apr 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Mar 2003 to 19 Apr 2004)
  • Adroit Financial Planning Limited (no longer approved here)

    FRN 579324

    • SMF3 Executive Director (15 May 2023 to 7 Jan 2026)
  • Integrity Wealth Solutions Limited (no longer approved here)

    FRN 599257

    • SMF3 Executive Director (15 May 2023 to 7 Jan 2026)

Recent activity

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

No changes recorded yet.