Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 May 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Dec 2024)
    • CF30 Customer (23 Aug 2019 to 12 Dec 2024)
  • IQ&Co Limited (no longer approved here)

    FRN 789823

    • (3)Employed By (23 Aug 2019 to 12 Dec 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (8 Oct 2018 to 21 Feb 2019)
  • Financial Foresight (NI) Limited (no longer approved here)

    FRN 434724

    • CF22 Investment Adviser (Trainee) (1 Jan 2007 to 1 Jan 2007)

Recent activity

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

No changes recorded yet.