Where they hold approval

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

  • Cassons Financial Planning Limited (no longer approved here)

    FRN 605630

    • [FCA CF] Client dealing (7 Mar 2024 to 6 Apr 2026)
    • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 6 Apr 2026)
  • FORESIGHT INDEPENDENT FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 612587

    • [FCA CF] Client dealing (9 Dec 2019 to 6 Apr 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Apr 2026)
    • CF30 Customer (30 Nov 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.