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] Client dealing (26 Jul 2022 to 28 Jul 2022)
    • [FCA CF] Functions requiring qualifications (26 Jul 2022 to 28 Jul 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jul 2022)
    • CF30 Customer (2 Nov 2011 to 29 Jul 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF22 Investment Adviser (Trainee) (2 Jun 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.