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 (19 Jan 2023 to 12 Mar 2024)
    • [FCA CF] Functions requiring qualifications (19 Jan 2023 to 12 Mar 2024)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Jan 2023)
    • CF1 Director (AR) (15 Sep 2008 to 19 Feb 2024)
    • CF30 Customer (1 Nov 2007 to 27 Jan 2023)
    • CF21 Investment Adviser (26 Oct 2007 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 1 Aug 2008)
    • CF21 Investment Adviser (20 May 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Jan 2002 to 20 May 2002)
  • CTW Financial Services LTD (no longer approved here)

    FRN 474283

    • Employed By (26 Oct 2007 to 19 Feb 2024)

Recent activity

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

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