Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (2)Employed By (since 24 Jan 2024)
    • (7)Employed By (26 Jun 2018 to 24 Jan 2024)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
    • CF30 Customer (since 14 Dec 2023)
    • CF1 Director (AR) (since 14 Dec 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jan 2024)
    • CF1 Director (AR) (26 Jun 2018 to 24 Jan 2024)
    • CF30 Customer (26 Jun 2018 to 24 Jan 2024)
  • W H Ireland Limited (no longer approved here)

    FRN 140773

    • CF30 Customer (18 Aug 2010 to 4 Mar 2013)

Recent activity

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

  1. controlled function removed: Employed By at Alextra Wealth Management Limited

  2. controlled function added: (7)Employed By at Alextra Wealth Management Limited

  3. controlled function added: (2)Employed By at Alextra Wealth Management Limited