Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2022)
- CF1 Director (AR) (25 Sep 2008 to 11 Oct 2021)
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF22 Investment Adviser (Trainee) (18 Jun 2007 to 31 Oct 2007)
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- CF1 Director (AR) (25 Sep 2008 to 11 Oct 2021)
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- CF7 Sole Trader (AR) (1 Dec 2001 to 31 Oct 2004)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
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- CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
- CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2007)
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- (5)Employed By (1 Dec 2001 to 17 Jun 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Private & Commercial Lifetime Partners Limited
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controlled function added: (5)Employed By at Private & Commercial Lifetime Partners Limited