Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (26 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Feb 2007 to 27 Sep 2007)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 28 Feb 2007)
  • Jon Smith Associates Ltd (no longer approved here)

    FRN 214973

    • (2)Employed By (30 Sep 2004 to 28 Feb 2007)
  • Lucky Panagoda (no longer approved here)

    FRN 215126

    • (1)Employed By (1 Dec 2001 to 8 Oct 2003)

Recent activity

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

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