Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Roberts & Co Financial Planning
FRN 477177
- (6)SMF27 Partner (since 9 Dec 2019)
- (8)CF30 Customer (17 Dec 2012 to 21 Dec 2012)
- (9)CF4 Partner (6 Feb 2008 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: SMF27 Partner at Roberts & Co Financial Planning
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controlled function added: (8)CF30 Customer at Roberts & Co Financial Planning
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controlled function added: (9)CF4 Partner at Roberts & Co Financial Planning
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controlled function added: (6)SMF27 Partner at Roberts & Co Financial Planning