Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 10 Jul 2015)
    • CF1 Director (AR) (since 10 Jul 2015)
    • (2)Employed By (since 10 Jul 2015)
  • EVOLUTION WEALTH NETWORK LIMITED (no longer approved here)

    FRN 591218

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2024)
    • CF4 Partner (AR) (13 Feb 2019 to 30 Sep 2024)
    • CF30 Customer (10 Dec 2016 to 30 Sep 2024)
  • Tring Financial Management Limited (no longer approved here)

    FRN 472790

    • (11)Employed By (10 Dec 2016 to 16 Apr 2019)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (31 Jan 2013 to 31 Aug 2015)

Recent activity

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

No changes recorded yet.