Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 1 Apr 2026)
    • [FCA CF] Client dealing (10 Dec 2019 to 11 Dec 2019)
    • CF1 Director (AR) (5 Mar 2012 to 1 Apr 2026)
    • CF30 Customer (29 Feb 2012 to 1 Apr 2026)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 20 Apr 2012)
    • CF1 Director (AR) (1 Jun 2005 to 20 Apr 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.