Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 20 Dec 2016)
    • CF30 Customer (since 23 Nov 2010)
    • (4)Employed By (since 23 Nov 2010)

Recent activity

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

  1. controlled function removed: Employed By at One Financial Planning Ltd

  2. controlled function added: (4)Employed By at One Financial Planning Ltd