Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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TITAN WEALTH PLANNING LTD
FRN 574458
- [FCA CF] Manager of certification employee (since 13 Mar 2026)
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- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- SMF3 Executive Director (since 29 Oct 2021)
- SMF17 Money Laundering Reporting Officer (MLRO) (since 29 Oct 2021)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (6 Aug 2018 to 8 Dec 2019)
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- (62)Employed By (22 Nov 2017 to 27 Jul 2018)
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- CF30 Customer (22 Nov 2017 to 27 Jul 2018)
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- CF30 Customer (18 Sep 2017 to 22 Sep 2017)
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- CF30 Customer (1 Mar 2010 to 1 Jul 2013)
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- CF21 Investment Adviser (13 Sep 2002 to 18 Oct 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.