Last updated
3 weeks ago
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Where they hold approval

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

  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • CF30 Customer (1 Nov 2007 to 18 Dec 2015)
    • CF10 Compliance Oversight (16 Aug 2005 to 18 Dec 2015)
    • CF11 Money Laundering Reporting (16 Aug 2005 to 18 Dec 2015)
    • CF21 Investment Adviser (30 Oct 2002 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (30 Oct 2002 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.