Last updated
2 weeks ago
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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] Client dealing (9 Dec 2019 to 1 Dec 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2022)
    • CF30 Customer (25 Oct 2013 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (17 May 2004 to 1 Jun 2007)
    • CF22 Investment Adviser (Trainee) (5 Mar 2004 to 17 May 2004)

Recent activity

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

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