Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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HERITAGE CAPITAL MANAGEMENT LIMITED
FRN 150453
- 14. Managing investments
- 17. Administrative functions in relation to managing investments
- [FCA CF] Client dealing (since 18 Mar 2026)
- [FCA CF] Functions requiring qualifications (since 18 Mar 2026)
- [FCA CF] Significant management (since 18 Mar 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.