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 (15 Apr 2021 to 27 Jun 2023)
    • [FCA CF] Client dealing (15 Apr 2021 to 27 Jun 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (15 Jul 2020 to 15 Jul 2021)
    • CF30 Customer (14 Jul 2015 to 15 Jul 2021)
    • CF1 Director (AR) (14 Jul 2015 to 15 Jul 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (14 Jul 2015 to 15 Jul 2021)
  • Paul Robson & Co Ltd (no longer approved here)

    FRN 154897

    • (1)Employed By (1 Oct 1998 to 15 Jul 2021)

Recent activity

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

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