Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Meades Wealth Management Limited
FRN 963229
- (2)Employed By (since 28 Mar 2022)
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TIMELINE WEALTH MANAGEMENT LIMITED
FRN 596827
- 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)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 13 Apr 2016)
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MDH Financial Partners Ltd
FRN 783631
- (2)Employed By (since 26 Jul 2017)
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GreenStones Financial Services Limited
FRN 610601
- (2)Employed By (since 29 Jul 2016)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.