Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (29 Sep 2023 to 9 Feb 2024)
    • [FCA CF] Client dealing (29 Sep 2023 to 2 Oct 2025)
    • [FCA CF] Functions requiring qualifications (29 Sep 2023 to 2 Oct 2025)
  • Countrywide Principal Services Limited (no longer approved here)

    FRN 301684

    • [FCA CF] Manager of certification employee (8 Mar 2022 to 7 Aug 2023)
  • Connells Limited (no longer approved here)

    FRN 302221

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jan 2022)

Recent activity

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

No changes recorded yet.