Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 10 Dec 2024)
- Appointed representative dealing with clients for which they require qualification (since 2 Dec 2023)
- CF30 Customer (since 2 Dec 2023)
-
WHITELEAF FINANCIAL PLANNING LTD
FRN 939290
- Employed By (since 2 Dec 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.