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 (23 Aug 2023 to 6 Feb 2025)
    • [FCA CF] Client dealing (23 Aug 2023 to 6 Feb 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2023)
    • CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)
    • CF30 Customer (19 Feb 2013 to 22 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (19 Feb 2013 to 22 Aug 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 1 Mar 2010)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (9 Feb 2007 to 1 Mar 2010)
  • Blueprint South East Ltd (no longer approved here)

    FRN 227241

    • Employed By (9 Dec 2004 to 22 Aug 2023)

Recent activity

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

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