Last updated
3 weeks ago
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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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 13 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (since 19 Apr 2021)
    • CF30 Customer (since 15 Apr 2021)
    • CF4 Partner (AR) (19 Dec 2022 to 30 Oct 2024)
    • (1)Employed By (since 15 Apr 2021)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Mar 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Mar 2021)
    • CF30 Customer (6 Aug 2015 to 8 Dec 2019)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (1 Sep 2012 to 20 Jul 2015)

Recent activity

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

No changes recorded yet.