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 (10 May 2023 to 4 Jul 2024)
    • [FCA CF] Functions requiring qualifications (10 May 2023 to 4 Jul 2024)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Jun 2022)
    • CF30 Customer (1 May 2019 to 14 Jun 2022)
    • CF1 Director (AR) (1 May 2019 to 14 Jun 2022)
  • Balance: Wealth Planning Limited (no longer approved here)

    FRN 629329

    • CF1 Director (AR) (29 Oct 2018 to 30 Apr 2019)
    • CF10 Compliance Oversight (4 Apr 2018 to 30 Apr 2019)
    • CF11 Money Laundering Reporting (4 Apr 2018 to 30 Apr 2019)
    • CF1 Director (17 Feb 2015 to 30 Apr 2019)
    • CF30 Customer (17 Feb 2015 to 30 Apr 2019)

Recent activity

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

No changes recorded yet.