Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 27 Sep 2021)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 3 May 2010)
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Perspect Financial Planning Limited
FRN 955500
- (2)Employed By (since 27 Sep 2021)
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- (69)Employed By (29 Apr 2010 to 2 Aug 2023)
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- CF30 Customer (29 Nov 2007 to 25 Apr 2010)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (69)Employed By at One Financial Planning Ltd