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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 22 Sep 2025)
    • CF30 Customer (since 25 Jul 2025)
    • (5)Employed By (since 25 Jul 2025)
  • Twigden Asset Management Limited (no longer approved here)

    FRN 223678

    • [FCA CF] Client dealing (14 Feb 2022 to 3 Nov 2023)
    • [FCA CF] Functions requiring qualifications (14 Feb 2022 to 3 Nov 2023)
  • Headway Wealth ltd (no longer approved here)

    FRN 841266

    • Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 14 Jan 2021)
    • [FCA CF] Client dealing (12 Oct 2020 to 14 Jan 2021)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Oct 2020)

Recent activity

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

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