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 (27 Aug 2021 to 18 Sep 2023)
    • [FCA CF] Client dealing (27 Aug 2021 to 18 Sep 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Nov 2021)
    • CF1 Director (AR) (16 Nov 2015 to 20 Nov 2021)
    • CF30 Customer (29 Apr 2009 to 20 Nov 2021)
    • CF4 Partner (AR) (29 Apr 2009 to 18 Nov 2015)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (16 Nov 2015 to 20 Nov 2021)
    • CF4 Partner (AR) (29 Apr 2009 to 18 Nov 2015)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 17 May 2009)
    • CF4 Partner (AR) (1 Jun 2005 to 17 May 2009)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.