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
    • Appointed representative dealing with clients for which they require qualification (since 4 Feb 2026)
    • [FCA CF] Client dealing (since 4 Feb 2026)
    • CF1 Director (AR) (since 3 Feb 2026)
    • CF30 Customer (since 3 Feb 2026)
    • Employed By (since 3 Feb 2026)
    • Employed By (29 Jun 2024 to 13 Sep 2024)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Client dealing (14 Oct 2024 to 5 Nov 2024)
    • [FCA CF] Functions requiring qualifications (14 Oct 2024 to 5 Nov 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (12 Aug 2024 to 13 Sep 2024)
    • CF30 Customer (29 Jun 2024 to 13 Sep 2024)
    • CF1 Director (AR) (29 Jun 2024 to 13 Sep 2024)
  • Perspective (North West) Limited (no longer approved here)

    FRN 229808

    • [FCA CF] Functions requiring qualifications (2 May 2023 to 20 May 2024)
    • [FCA CF] Client dealing (2 May 2023 to 20 May 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (6 May 2021 to 30 Apr 2023)
    • CF30 Customer (8 Apr 2021 to 30 Apr 2023)

Recent activity

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

No changes recorded yet.