Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2023)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Feb 2023)
- CF30 Customer (31 Jul 2014 to 8 Dec 2019)
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- (21)CF30 Customer (9 May 2012 to 31 Dec 2012)
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- CF30 Customer (23 May 2009 to 31 Dec 2009)
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- CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2006)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (21)CF30 Customer at ORACLE FINANCIAL PLANNING LIMITED