Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 1 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 25 Apr 2025)
    • CF30 Customer (since 25 Apr 2025)
    • [FCA CF] Client dealing (since 25 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 25 Apr 2025)
    • (1)Employed By (since 25 Apr 2025)
  • Magus Private Wealth Limited (no longer approved here)

    FRN 191022

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2025)
    • CF30 Customer (7 Dec 2012 to 1 Apr 2025)
  • Magus Professional Partners LLP (no longer approved here)

    FRN 500360

    • (16)Employed By (2 May 2013 to 1 Apr 2025)
  • Wilder Coe Financial Planning LLP (no longer approved here)

    FRN 506776

    • Employed By (2 May 2013 to 1 Apr 2025)
  • YELLOWTAIL FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 448410

    • CF30 Customer (1 Aug 2010 to 29 Oct 2012)

Recent activity

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

No changes recorded yet.