Where they hold approval

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

  • BRI Wealth Management PLC (no longer approved here)

    FRN 122499

    • [FCA CF] Functions requiring qualifications (17 Jan 2023 to 30 Mar 2026)
    • [FCA CF] Client dealing (17 Jan 2023 to 30 Mar 2026)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Mar 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Mar 2025)
    • CF1 Director (AR) (26 Jul 2019 to 14 Jan 2023)
    • CF30 Customer (26 Jul 2019 to 14 Jan 2023)
  • Bransford Financial Planning Limited (no longer approved here)

    FRN 911521

    • Employed By (26 Jul 2019 to 14 Jan 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (14 Oct 2014 to 16 Jul 2018)
  • Brunsdon Financial Services Limited (no longer approved here)

    FRN 533831

    • CF30 Customer (4 Jan 2011 to 28 Sep 2014)

Recent activity

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

No changes recorded yet.