Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (13 Oct 2020 to 13 Jan 2023)
    • [FCA CF] Functions requiring qualifications (13 Oct 2020 to 13 Jan 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (31 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Nov 2005 to 31 May 2006)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • CF21 Investment Adviser (27 Sep 2005 to 5 Dec 2005)

Recent activity

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

No changes recorded yet.