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] Functions requiring qualifications (9 Dec 2019 to 19 Jan 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Jan 2026)
    • CF30 Customer (12 Jun 2018 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (17 Oct 2005 to 9 Jul 2007)
    • CF22 Investment Adviser (Trainee) (29 Jun 2005 to 17 Oct 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (3 Mar 2004 to 28 Mar 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 2 May 2003)

Recent activity

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

No changes recorded yet.