Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
KW Wealth Planning Limited
FRN 114694
- [FCA CF] Manager of certification employee (since 25 Sep 2025)
-
- [FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
-
- [FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
-
- [FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
-
- [FCA CF] Significant management (9 Dec 2019 to 27 Jul 2022)
-
- [FCA CF] Significant management (10 Dec 2018 to 27 Jul 2022)
-
- CF30 Customer (1 Nov 2007 to 1 Jul 2009)
- CF21 Investment Adviser (2 Sep 2004 to 31 Oct 2007)
-
- CF21 Investment Adviser (1 Dec 2001 to 2 Sep 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.