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
    • CF30 Customer (since 4 Oct 2021)
    • CF1 Director (AR) (since 4 Oct 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • Employed By (since 4 Oct 2021)
  • T.S.F.P. 2024 Ltd (no longer approved here)

    FRN 1024378

    • Employed By (11 Feb 2025 to 4 Apr 2025)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (3 Nov 2006 to 6 Jun 2007)
    • CF22 Investment Adviser (Trainee) (28 Nov 2005 to 3 Nov 2006)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF22 Investment Adviser (Trainee) (18 Mar 2004 to 31 Jan 2005)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (18 Mar 2004 to 31 Jan 2005)
  • Elliots Financial Services (no longer approved here)

    FRN 231916

    • Employed By (18 Mar 2004 to 31 Oct 2004)

Recent activity

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

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