Where they hold approval

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

  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (21 Jul 2022 to 9 Apr 2025)
    • CF30 Customer (3 Jun 2021 to 15 Oct 2024)
    • [FCA CF] Client dealing (7 Sep 2020 to 30 Jun 2021)
    • [FCA CF] Functions requiring qualifications (7 Sep 2020 to 30 Jun 2021)
  • Lotus Wealth Management Limited (no longer approved here)

    FRN 927270

    • (1)Employed By (11 Jun 2021 to 16 Apr 2025)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (9 Jul 2013 to 9 Sep 2013)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 8 Jul 2013)
    • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 31 Oct 2007)

Recent activity

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

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