Where they hold approval

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

  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Mar 2021)
    • CF30 Customer (12 Apr 2018 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 23 Nov 2010)
    • CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (29 Jun 2005 to 17 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Aug 2003 to 29 Jun 2005)

Recent activity

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

No changes recorded yet.