Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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LIFT-Financial Ltd
FRN 471394
- SMF17 Money Laundering Reporting Officer (MLRO) (since 14 May 2025)
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CST Wealth Management Limited
FRN 602496
- SMF17 Money Laundering Reporting Officer (MLRO) (since 13 May 2025)
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LIFT-Advice Ltd
FRN 623947
- SMF17 Money Laundering Reporting Officer (MLRO) (since 13 May 2025)
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LIFT-Invest Limited
FRN 758465
- SMF17 Money Laundering Reporting Officer (MLRO) (since 13 May 2025)
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Adroit Financial Planning Limited
FRN 579324
- SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Mar 2024)
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Integrity Wealth Solutions Limited
FRN 599257
- SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Mar 2024)
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Brooks Macdonald Asset Management Limited
FRN 184918
- SMF17 Money Laundering Reporting Officer (MLRO) (since 19 May 2023)
- [FCA CF] Material risk taker (30 Jun 2021 to 1 Oct 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.