Where they hold approval

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

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 27 Sep 2022)
    • [FCA CF] Functions requiring qualifications (since 27 Sep 2022)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (12 Mar 2020 to 24 Jan 2022)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • CF30 Customer (12 Mar 2020 to 24 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jan 2022)

Recent activity

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

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