Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 30 Mar 2026)
    • CF1 Director (AR) (since 25 Mar 2026)
    • CF30 Customer (since 25 Mar 2026)
    • Employed By (since 25 Mar 2026)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (2 Dec 2020 to 25 Sep 2023)
    • [FCA CF] Functions requiring qualifications (2 Dec 2020 to 25 Sep 2023)
    • CF30 Customer (30 Aug 2012 to 11 Mar 2013)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 8 Dec 2019)

Recent activity

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

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