Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 8 Aug 2025)
    • CF1 Director (AR) (since 3 Jul 2025)
    • (1)Employed By (since 27 Feb 2024)
    • (3)Employed By (4 Oct 2018 to 27 Feb 2024)
  • 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 7 Aug 2025)
    • CF1 Director (AR) (2 Dec 2023 to 7 Aug 2025)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2024)
    • CF1 Director (AR) (4 Oct 2018 to 27 Feb 2024)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Dec 2010 to 28 Feb 2012)

Recent activity

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

  1. controlled function removed: Employed By at Vita Finance Ltd

  2. controlled function added: (3)Employed By at Vita Finance Ltd

  3. controlled function added: (1)Employed By at Vita Finance Ltd