Where they hold approval

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

  • Clarity Wealth Management LLP (no longer approved here)

    FRN 575252

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2023)
  • Goodmans Financial Planning Ltd (no longer approved here)

    FRN 513667

    • CF30 Customer (24 Jan 2011 to 18 Nov 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 25 Apr 2011)
    • CF21 Investment Adviser (14 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jul 2006 to 14 Dec 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (4 Nov 2005 to 21 Jul 2006)
    • CF22 Investment Adviser (Trainee) (22 Oct 2004 to 4 Nov 2005)

Recent activity

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

No changes recorded yet.