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 (15 Dec 2020 to 25 Jan 2022)
    • [FCA CF] Functions requiring qualifications (15 Dec 2020 to 25 Jan 2022)
  • The Tavistock Partnership Limited (no longer approved here)

    FRN 519014

    • CF30 Customer (29 Mar 2017 to 27 Apr 2018)
    • CF1 Director (AR) (29 Mar 2017 to 27 Apr 2018)
  • Advantage IFA LTD (no longer approved here)

    FRN 521852

    • Employed By (13 Apr 2010 to 27 Apr 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 19 Mar 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 14 Mar 2010)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.