Where they hold approval

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

  • GSI WEALTH MANAGEMENT LTD (no longer approved here)

    FRN 460572

    • [FCA CF] Client dealing (31 Aug 2022 to 8 Dec 2025)
    • [FCA CF] Functions requiring qualifications (31 Aug 2022 to 8 Dec 2025)
  • PK Financial Planning LLP (no longer approved here)

    FRN 223145

    • [FCA CF] Client dealing (12 Dec 2019 to 1 Sep 2022)
    • [FCA CF] Functions requiring qualifications (12 Dec 2019 to 1 Sep 2022)
  • GODDARD PERRY CONSULTING LIMITED (no longer approved here)

    FRN 125376

    • CF30 Customer (1 Aug 2018 to 8 Dec 2019)
  • Scottish Equitable Plc (no longer approved here)

    FRN 165548

    • CF21 Investment Adviser (1 Dec 2001 to 2 Mar 2004)

Recent activity

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

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