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 (17 Aug 2020 to 30 Sep 2025)
    • [FCA CF] Functions requiring qualifications (17 Aug 2020 to 30 Sep 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 24 Dec 2010)
    • CF21 Investment Adviser (10 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Aug 2004 to 10 Nov 2004)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Sep 2004)
  • Arc Financial Services (no longer approved here)

    FRN 158952

    • Employed By (1 Dec 2001 to 30 Sep 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Sep 2004)

Recent activity

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

No changes recorded yet.