Last updated
2 weeks ago
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Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 11 Feb 2026)
    • CF1 Director (AR) (since 7 Feb 2026)
    • CF30 Customer (since 7 Feb 2026)
    • Employed By (since 7 Feb 2026)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (23 Sep 2021 to 13 Oct 2023)
    • [FCA CF] Functions requiring qualifications (23 Sep 2021 to 13 Oct 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (24 Nov 2016 to 23 Jul 2019)
    • CF1 Director (AR) (24 Nov 2016 to 23 Jul 2019)
  • Cherry May Financial Planning Ltd (no longer approved here)

    FRN 764985

    • Employed By (24 Nov 2016 to 23 Jul 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 31 Aug 2012)

Recent activity

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

No changes recorded yet.