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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 1 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 3 Oct 2014)
    • CF1 Director (AR) (4 Dec 2019 to 4 Dec 2019)
    • (1)Employed By (since 1 Jul 2025)
  • Berkley Square Financial Management Ltd (no longer approved here)

    FRN 917516

    • Employed By (3 Dec 2019 to 5 Mar 2020)
  • Berkley Square Private Clients Ltd (no longer approved here)

    FRN 476124

    • Employed By (1 Oct 2014 to 17 Jul 2025)

Recent activity

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

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