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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 24 Jul 2025)
    • CF30 Customer (since 23 Jul 2025)
    • CF4 Partner (AR) (since 23 Jul 2025)
    • [FCA CF] Client dealing (since 27 Jun 2025)
    • [FCA CF] Functions requiring qualifications (27 Jun 2025 to 19 Aug 2025)
    • Employed By (since 23 Jul 2025)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • SMF16 Compliance Oversight (3 Apr 2024 to 10 Mar 2025)
    • [FCA CF] Functions requiring qualifications (15 Oct 2020 to 10 Mar 2025)
    • [FCA CF] Client dealing (15 Oct 2020 to 10 Mar 2025)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (12 Nov 2014 to 8 Dec 2019)
  • Davisons Financial Planning Ltd (no longer approved here)

    FRN 503295

    • Employed By (26 Sep 2012 to 21 Dec 2012)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (16 Jan 2008 to 24 Jan 2008)

Recent activity

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

No changes recorded yet.