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] Functions requiring qualifications (9 Dec 2019 to 10 May 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2023)
    • CF30 Customer (9 May 2017 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 21 Aug 2008)
    • CF21 Investment Adviser (4 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Dec 2005 to 4 May 2006)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF21 Investment Adviser (6 Jul 2004 to 22 Dec 2005)
    • CF1 Director (AR) (6 Jul 2004 to 22 Dec 2005)

Recent activity

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

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