Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2022)
- CF30 Customer (20 Mar 2018 to 17 Feb 2022)
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- (3)Employed By (20 Mar 2018 to 17 Feb 2022)
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- CF22 Investment Adviser (Trainee) (8 Dec 2006 to 29 Oct 2007)
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- CF22 Investment Adviser (Trainee) (8 Dec 2006 to 29 Oct 2007)
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- CF21 Investment Adviser (6 Oct 2003 to 15 Dec 2006)
- CF22 Investment Adviser (Trainee) (11 Sep 2002 to 6 Oct 2003)
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- CF21 Investment Adviser (6 Oct 2003 to 15 Dec 2006)
- CF22 Investment Adviser (Trainee) (11 Sep 2002 to 6 Oct 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at The Iris Partnership
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controlled function added: (3)Employed By at The Iris Partnership