Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- (18)[FCA CF] Client dealing (9 Dec 2019 to 25 Jun 2025)
- (19)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Jun 2025)
- (17)CF30 Customer (1 Sep 2009 to 8 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 1 Aug 2008)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (17)CF30 Customer at ORACLE FINANCIAL PLANNING LIMITED
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controlled function added: (18)[FCA CF] Client dealing at ORACLE FINANCIAL PLANNING LIMITED
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controlled function added: (19)[FCA CF] Functions requiring qualifications at ORACLE FINANCIAL PLANNING LIMITED