Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 4 Nov 2025)
    • CF30 Customer (since 4 Nov 2025)
    • (3)Employed By (since 4 Nov 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (29 Mar 2022 to 31 Oct 2025)
    • [FCA CF] Client dealing (29 Mar 2022 to 31 Oct 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (20 Aug 2021 to 6 Jul 2022)
    • Appointed representative dealing with clients for which they require qualification (25 Jan 2021 to 6 Jul 2022)
  • Whiter Financial Ltd (no longer approved here)

    FRN 462453

    • Employed By (20 Aug 2021 to 6 Jul 2022)

Recent activity

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

No changes recorded yet.