Where they hold approval

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

  • ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 144519

    • CF30 Customer (1 Nov 2007 to 6 Jul 2010)
    • CF21 Investment Adviser (23 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Feb 2005 to 23 Feb 2006)
  • McDonald Associates Limited (no longer approved here)

    FRN 182554

    • CF22 Investment Adviser (Trainee) (18 Oct 2002 to 30 Apr 2004)

Recent activity

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

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