Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2022)
    • CF1 Director (AR) (since 8 Dec 2022)
    • CF30 Customer (since 8 Dec 2022)
  • GW Wealth Ltd

    FRN 979041

    • (1)Employed By (since 8 Dec 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2022)
    • CF30 Customer (9 Aug 2019 to 7 Apr 2022)
  • Thomas Oliver UK LLP (no longer approved here)

    FRN 501748

    • (22)Employed By (9 Aug 2019 to 7 Apr 2022)

Recent activity

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

No changes recorded yet.