Where they hold approval

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

  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2021)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 4 Aug 2021)
    • CF1 Director (AR) (22 May 2019 to 4 Aug 2021)
    • CF30 Customer (22 May 2019 to 4 Aug 2021)
  • Investment and Tax Advisory Services Limited (no longer approved here)

    FRN 209529

    • CF30 Customer (22 Mar 2016 to 11 Dec 2016)
  • Tax Efficient Investments Limited (no longer approved here)

    FRN 630756

    • Employed By (3 Nov 2014 to 4 Aug 2021)

Recent activity

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

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