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 18 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 18 Dec 2023)
- CF30 Customer (since 10 Dec 2023)
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Pallas Financial Planning Ltd
FRN 1035318
- (1)Employed By (since 18 Jun 2025)
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- (5)Employed By (10 Dec 2023 to 8 Jul 2025)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (5)Employed By at Cooper & Parks Financial Services Limited