Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2021 to 8 Aug 2022)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (24 Apr 2020 to 23 Apr 2021)
    • [FCA CF] Functions requiring qualifications (24 Apr 2020 to 23 Apr 2021)

Recent activity

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

No changes recorded yet.