Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 10 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 17 Feb 2023)
    • CF4 Partner (AR) (22 Apr 2021 to 28 Jan 2024)
    • Employed By (since 22 Apr 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 17 Feb 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (23 Apr 2020 to 23 Apr 2021)
    • [FCA CF] Functions requiring qualifications (23 Apr 2020 to 23 Apr 2021)

Recent activity

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

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