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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2025)
    • CF1 Director (AR) (since 16 Feb 2025)
    • CF30 Customer (since 16 Feb 2025)
    • Employed By (since 16 Feb 2025)
  • CARBON FINANCIAL PARTNERS LIMITED (no longer approved here)

    FRN 536900

    • CF30 Customer (31 Aug 2017 to 9 Nov 2018)
  • Mearns & Company Limited (no longer approved here)

    FRN 465557

    • CF30 Customer (1 May 2014 to 26 Aug 2017)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (16 Jan 2012 to 4 Jan 2013)

Recent activity

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

No changes recorded yet.