Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (11 May 2022 to 3 Apr 2023)
    • CF30 Customer (11 Feb 2022 to 3 Apr 2023)
    • [FCA CF] Client dealing (7 Sep 2021 to 11 May 2022)
    • [FCA CF] Functions requiring qualifications (7 Sep 2021 to 11 May 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (23 Jul 2021 to 7 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Sep 2021)

Recent activity

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

No changes recorded yet.