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
    • Appointed representative dealing with clients for which they require qualification (since 7 Jun 2022)
    • CF1 Director (AR) (since 23 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
    • (2)Employed By (since 23 Mar 2022)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 3 Jun 2022)
    • [FCA CF] Client dealing (1 Jul 2020 to 3 Jun 2022)

Recent activity

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

No changes recorded yet.