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)
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (13 Feb 2015 to 21 Dec 2017)
    • CF30 Customer (27 Mar 2012 to 31 Dec 2012)
  • Hill & Abbott Wealth Management Limited (no longer approved here)

    FRN 629768

    • Employed By (5 Nov 2014 to 19 Apr 2016)
  • Twenty-20 Financial Consultants Ltd (no longer approved here)

    FRN 232161

    • Employed By (16 Mar 2004 to 20 Jan 2005)

Recent activity

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

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