Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Aug 2022 to 11 Jul 2025)
    • CF30 Customer (10 Dec 2020 to 5 May 2022)
    • [FCA CF] Client dealing (10 Dec 2020 to 5 May 2022)
  • Benchmark Financial Planning Limited (no longer approved here)

    FRN 227247

    • Employed By (28 Jul 2022 to 11 Jul 2025)
  • Bishops Financial Planning Limited (no longer approved here)

    FRN 719424

    • Employed By (10 Dec 2020 to 5 May 2022)
  • PROFILE FINANCIAL SOLUTIONS LTD (no longer approved here)

    FRN 596398

    • CF30 Customer (16 Dec 2013 to 14 Sep 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (27 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Jul 2003 to 27 May 2004)

Recent activity

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

No changes recorded yet.