Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (5 Feb 2021 to 3 Jan 2023)
    • [FCA CF] Functions requiring qualifications (5 Feb 2021 to 3 Jan 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2021)
    • CF4 Partner (AR) (21 Jul 2015 to 24 May 2021)
    • CF30 Customer (21 Jul 2015 to 24 May 2021)
  • First Choice Financial Solutions (no longer approved here)

    FRN 214488

    • Employed By (4 Aug 2015 to 24 May 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (4 Aug 2015 to 24 May 2021)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (18 Mar 2002 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Mar 2002)
    • CF4 Partner (AR) (1 Dec 2001 to 31 Oct 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF4 Partner (AR) (1 Dec 2001 to 1 Jul 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2007)

Recent activity

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

No changes recorded yet.