Where they hold approval

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 7 Oct 2021)
    • [FCA CF] Client dealing (since 19 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 19 Mar 2021)

Recent activity

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

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