Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Nov 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 Nov 2021)
    • CF30 Customer (3 Apr 2019 to 8 Dec 2019)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • CF1 Director (AR) (8 Feb 2016 to 18 Feb 2018)
    • CF30 Customer (12 Jun 2014 to 18 Feb 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (6 Jun 2008 to 30 Sep 2013)
    • CF21 Investment Adviser (28 Feb 2005 to 14 Jun 2005)

Recent activity

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

No changes recorded yet.