Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (27 Aug 2020 to 20 Nov 2025)
    • CF30 Customer (21 Aug 2020 to 20 Nov 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (16 Jun 2020 to 30 Jun 2020)
    • [FCA CF] Functions requiring qualifications (16 Jun 2020 to 30 Jun 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (13 Nov 2007 to 8 Oct 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (9 Mar 2004 to 6 Apr 2005)
    • CF22 Investment Adviser (Trainee) (14 Oct 2002 to 9 Mar 2004)

Recent activity

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

No changes recorded yet.