Where they hold approval

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

  • BeaconIFA Limited (no longer approved here)

    FRN 566890

    • CF1 Director (AR) (21 Apr 2022 to 20 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (19 Jul 2021 to 20 Mar 2023)
    • [FCA CF] Client dealing (31 Aug 2020 to 20 Mar 2023)
    • [FCA CF] Functions requiring qualifications (31 Aug 2020 to 20 Mar 2023)
    • CF30 Customer (9 Oct 2017 to 8 Dec 2019)
  • Bancroft Wealth LTD (no longer approved here)

    FRN 921443

    • Employed By (7 Oct 2021 to 20 Mar 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (30 Aug 2012 to 11 Mar 2014)
  • 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.

No changes recorded yet.