Where they hold approval

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

  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 1 Dec 2004)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (17 Aug 2002 to 24 Nov 2003)
    • CF22 Investment Adviser (Trainee) (12 Jan 2002 to 17 Aug 2002)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (17 Aug 2002 to 24 Nov 2003)
    • CF22 Investment Adviser (Trainee) (8 Feb 2002 to 17 Aug 2002)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Dec 2001)

Recent activity

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

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