Where they hold approval

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

  • Clarity Wealth Management LLP (no longer approved here)

    FRN 575252

    • [FCA CF] Functions requiring qualifications (8 Mar 2021 to 31 Jul 2025)
    • [FCA CF] Client dealing (8 Mar 2021 to 31 Jul 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Aug 2005 to 15 Feb 2006)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 9 Sep 2005)
  • Keith Wilson (no longer approved here)

    FRN 215034

    • (1)Employed By (1 Dec 2001 to 9 Sep 2005)

Recent activity

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

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