Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 22 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 10 Sep 2014)
    • CF1 Director (AR) (8 Jun 2022 to 21 Dec 2022)
    • (1)Employed By (since 10 Sep 2014)
  • Navigation Wealth Management Limited (no longer approved here)

    FRN 911786

    • (16)Employed By (16 Mar 2020 to 24 Mar 2020)

Recent activity

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

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