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] Functions requiring qualifications (23 Jun 2020 to 2 Aug 2022)
    • [FCA CF] Client dealing (23 Jun 2020 to 2 Aug 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (21 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jan 2007 to 21 Jun 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (17 Mar 2006 to 2 Jan 2007)
    • CF22 Investment Adviser (Trainee) (14 Sep 2004 to 17 Mar 2006)

Recent activity

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

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