Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (9 Dec 2019 to 24 Aug 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Aug 2020)
    • CF30 Customer (10 Oct 2013 to 8 Dec 2019)
  • True Potential Investments LLP (no longer approved here)

    FRN 527444

    • CF30 Customer (22 May 2014 to 19 Oct 2015)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 17 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (1 Nov 2007 to 16 Sep 2010)
    • CF21 Investment Adviser (28 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 28 Jul 2005)

Recent activity

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

No changes recorded yet.