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 22 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Nov 2022)
    • CF30 Customer (22 Jul 2013 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 21 Apr 2010)
    • CF21 Investment Adviser (30 Oct 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Apr 2003 to 30 Oct 2003)

Recent activity

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

No changes recorded yet.