Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (4 Jan 2024 to 5 Jan 2026)
    • CF1 Director (AR) (20 Nov 2023 to 5 Jan 2026)
    • CF30 Customer (20 Nov 2023 to 5 Jan 2026)
  • Wang Wealth Management Ltd (no longer approved here)

    FRN 1006167

    • Employed By (20 Nov 2023 to 5 Jan 2026)
  • Commercial Finance Brokers UK Limited (no longer approved here)

    FRN 736199

    • CF1 Director (AR) (28 Apr 2022 to 12 Jul 2023)
  • Wang Commercial Solutions Limited (no longer approved here)

    FRN 974566

    • Employed By (28 Apr 2022 to 22 Jul 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (9 Feb 2022 to 22 Jul 2023)
    • CF1 Director (AR) (21 Jul 2021 to 22 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (1 Jul 2021 to 22 Jul 2023)
  • ZW Mortgages Ltd (no longer approved here)

    FRN 951922

    • Employed By (21 Jul 2021 to 22 Jul 2023)
  • Ashridge Capital Investments LLP (no longer approved here)

    FRN 480430

    • CF4 Partner (AR) (17 Sep 2009 to 12 Mar 2010)
    • CF30 Customer (27 Apr 2009 to 12 Mar 2010)
  • Cygnus Capital Management LLP (no longer approved here)

    FRN 503225

    • Employed By (17 Sep 2009 to 12 Mar 2010)

Recent activity

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

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