Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (14 Feb 2024 to 6 Mar 2024)
    • CF30 Customer (14 Nov 2023 to 5 Mar 2024)
    • CF1 Director (AR) (14 Nov 2023 to 5 Mar 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 1 Mar 2024)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
    • CF1 Director (AR) (6 Mar 2006 to 1 Mar 2024)
    • (5)Employed By (1 Dec 2001 to 5 Mar 2024)

Recent activity

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

  1. controlled function removed: Employed By at Thornton Claverley Independent Financial Advisers Limited

  2. controlled function added: (5)Employed By at Thornton Claverley Independent Financial Advisers Limited