Last updated
2 weeks ago
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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 (28 Nov 2024 to 10 Feb 2026)
    • [FCA CF] Functions requiring qualifications (28 Nov 2024 to 10 Feb 2026)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (29 Nov 2022 to 21 Feb 2025)
    • CF30 Customer (14 Sep 2022 to 21 Feb 2025)

Recent activity

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

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