Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Jul 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Jul 2022)
    • CF30 Customer (12 Sep 2013 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 30 Jun 2010)
    • CF21 Investment Adviser (11 May 2007 to 31 Oct 2007)
    • CF1 Director (AR) (11 May 2007 to 30 Jun 2010)
  • Clarity Financial Advice Ltd (no longer approved here)

    FRN 467218

    • Employed By (11 May 2007 to 30 Jun 2010)
  • Markham Associates (434) (no longer approved here)

    FRN 152664

    • (4)Employed By (8 Sep 2005 to 14 Jun 2007)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF4 Partner (AR) (28 Nov 2002 to 22 Aug 2003)
    • CF21 Investment Adviser (28 Nov 2002 to 22 Aug 2003)
  • Lighthouse Solutions (no longer approved here)

    FRN 220793

    • (1)Employed By (28 Nov 2002 to 22 Aug 2003)

Recent activity

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

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