Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sanctuary Wealth Planning Limited
FRN 790551
- SMF3 Executive Director (since 21 Jul 2025)
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Headley Financial Services Limited
FRN 527443
- Responsible for Insurance Distribution (since 19 Dec 2024)
- SMF3 Executive Director (since 4 Mar 2024)
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ASSET INTELLIGENCE PORTFOLIO MANAGEMENT LTD
FRN 842662
- SMF3 Executive Director (since 9 Dec 2019)
- SMF1 Chief Executive (8 Mar 2023 to 20 Feb 2025)
- CF30 Customer (20 Nov 2019 to 8 Dec 2019)
- CF1 Director (20 Nov 2019 to 8 Dec 2019)
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- CF1 Director (AR) (26 Feb 2014 to 18 Jun 2014)
- CF30 Customer (26 Feb 2014 to 18 Jun 2014)
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- CF1 Director (AR) (26 Feb 2014 to 18 Jun 2014)
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- CF1 Director (AR) (14 Mar 2013 to 5 Dec 2014)
- CF30 Customer (9 Nov 2011 to 5 Dec 2014)
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- CF30 Customer (26 Jan 2011 to 18 Aug 2011)
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- CF30 Customer (28 May 2010 to 9 Jan 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.