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 (26 Sep 2022 to 10 Apr 2024)
    • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 10 Apr 2024)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • Acorn Financial Services (U5077) (no longer approved here)

    FRN 230750

    • Employed By (30 Nov 2005 to 30 Dec 2005)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF21 Investment Adviser (4 Nov 2003 to 12 Aug 2005)
    • CF22 Investment Adviser (Trainee) (20 Mar 2003 to 4 Nov 2003)
  • Ayrshire Financial Services Ltd (no longer approved here)

    FRN 192967

    • Employed By (20 Mar 2003 to 12 Aug 2005)

Recent activity

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

No changes recorded yet.