Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • [FCA CF] Client dealing (10 Dec 2019 to 9 Jul 2021)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 9 Jul 2021)
  • Best Choice Mortgages (no longer approved here)

    FRN 413238

    • Employed By (18 Nov 2004 to 7 Jul 2005)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (9 Jun 2004 to 25 Aug 2005)
    • CF22 Investment Adviser (Trainee) (14 Nov 2003 to 9 Jun 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (9 Jun 2004 to 25 Aug 2005)
    • CF22 Investment Adviser (Trainee) (14 Nov 2003 to 9 Jun 2004)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF21 Investment Adviser (21 Oct 2002 to 25 Nov 2003)
    • CF22 Investment Adviser (Trainee) (15 Feb 2002 to 21 Oct 2002)
  • Investment Advice Bureau (no longer approved here)

    FRN 209932

    • (3)Employed By (15 Feb 2002 to 25 Nov 2003)
  • Prudential International Assurance Plc (no longer approved here)

    FRN 170672

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 7 Aug 2003)

Recent activity

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

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