Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Lancaster Hill Investment Management
FRN 181211
- (1)Employed By (since 1 Mar 2024)
- (1)Employed By (2 Nov 2004 to 29 Dec 2011)
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2 Plan Wealth Management Limited
FRN 461598
- CF4 Partner (AR) (since 5 Nov 2023)
- Appointed representative dealing with clients for which they require qualification (26 Feb 2024 to 10 Sep 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Dec 2023)
- CF4 Partner (AR) (1 May 2012 to 1 Mar 2024)
- CF30 Customer (1 Nov 2007 to 29 Dec 2011)
- CF22 Investment Adviser (Trainee) (6 Mar 2006 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Lancaster Hill Investment Management
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controlled function added: (1)Employed By at Lancaster Hill Investment Management