Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 21 Jan 2026)
    • CF1 Director (AR) (since 14 Nov 2025)
    • CF30 Customer (since 14 Nov 2025)
  • Life IFA Ltd

    FRN 1044330

    • (2)Employed By (since 14 Nov 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (15 Aug 2024 to 16 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (22 Jul 2024 to 16 Jul 2025)
  • Apollo Private Wealth Ltd (no longer approved here)

    FRN 776254

    • (17)Employed By (15 Aug 2024 to 16 Jul 2025)

Recent activity

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

  1. controlled function removed: Employed By at Apollo Private Wealth Ltd

  2. controlled function added: (17)Employed By at Apollo Private Wealth Ltd