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
    • [FCA CF] Client dealing (since 23 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 23 Jun 2025)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (5 Mar 2024 to 30 Apr 2025)
    • [FCA CF] Client dealing (5 Mar 2024 to 30 Apr 2025)
    • CF30 Customer (29 Feb 2024 to 30 Apr 2025)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (29 Feb 2024 to 30 Apr 2025)
  • Fairstone Wealth Management Limited (no longer approved here)

    FRN 188596

    • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 1 Mar 2024)
    • [FCA CF] Client dealing (1 Oct 2021 to 1 Mar 2024)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Sep 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 5 Sep 2020)
    • CF30 Customer (9 Aug 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.