Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (8)Employed By (since 29 Jan 2020)
    • (68)Employed By (3 May 2018 to 25 May 2018)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 29 Jan 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (3 May 2018 to 25 May 2018)

Recent activity

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

  1. controlled function removed: Employed By at One Financial Planning Ltd

  2. controlled function added: (68)Employed By at One Financial Planning Ltd

  3. controlled function added: (8)Employed By at One Financial Planning Ltd