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 (18 May 2021 to 19 Apr 2024)
    • [FCA CF] Functions requiring qualifications (18 May 2021 to 19 Apr 2024)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 May 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 May 2021)
    • CF30 Customer (30 Jul 2018 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 21 Sep 2018)
    • CF21 Investment Adviser (5 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Mar 2007 to 5 Oct 2007)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF7 Sole Trader (AR) (4 Jan 2002 to 22 Aug 2004)
    • CF21 Investment Adviser (4 Jan 2002 to 22 Aug 2004)

Recent activity

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

No changes recorded yet.