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 (27 Sep 2020 to 24 Sep 2024)
    • [FCA CF] Functions requiring qualifications (27 Sep 2020 to 24 Sep 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2021)
    • CF30 Customer (8 Aug 2014 to 2 Jan 2021)
    • CF1 Director (AR) (4 Aug 2014 to 2 Jan 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (4 Aug 2014 to 2 Jan 2021)
  • Barnetson & Co Ltd (no longer approved here)

    FRN 628286

    • Employed By (4 Aug 2014 to 2 Jan 2021)
  • JDA Wealth Ltd (no longer approved here)

    FRN 175318

    • (11)Employed By (15 Jan 2014 to 14 Jul 2014)

Recent activity

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

No changes recorded yet.