Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Best Practice IFA Group Limited
FRN 223112
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 9A. Advising on P2P agreements
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Client dealing (since 26 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 26 Jun 2025)
- CF30 Customer (since 25 Jun 2025)
- CF30 Customer (9 Jun 2020 to 31 Dec 2021)
- [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2021)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
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Simpsons Wealth Management LLP
FRN 926201
- (2)Employed By (since 25 Jun 2025)
- (3)Employed By (9 Jun 2020 to 31 Dec 2021)
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- CF30 Customer (12 Mar 2019 to 27 Mar 2020)
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- Employed By (12 Mar 2019 to 27 Mar 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.