Where they hold approval

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

    • (3)Employed By (since 22 Oct 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 6 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 17 Feb 2025)
  • Temple Mews Wealth Management Limited (no longer approved here)

    FRN 928003

    • (10)Employed By (6 Mar 2025 to 24 Oct 2025)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 19 Dec 2013)
    • CF21 Investment Adviser (8 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Jan 2005 to 8 Sep 2005)

Recent activity

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

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