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] Client dealing (22 Sep 2023 to 8 Jan 2026)
    • [FCA CF] Functions requiring qualifications (22 Sep 2023 to 8 Jan 2026)
  • Beyond Advice Group Ltd (no longer approved here)

    FRN 830162

    • [PRA CF] Key function holder (9 Dec 2019 to 20 Jun 2022)
    • [FCA CF] CASS oversight function (9 Dec 2019 to 20 Jun 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Mar 2023)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 20 Jun 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 20 Jun 2022)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 20 Jun 2022)
    • SMF16 Compliance Oversight (9 Dec 2019 to 1 Sep 2022)
    • SMF3 Executive Director (9 Dec 2019 to 1 Sep 2022)
    • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 20 Jun 2022)
    • CF10 Compliance Oversight (14 Nov 2019 to 8 Dec 2019)
    • CF30 Customer (14 Nov 2019 to 8 Dec 2019)
    • CF1 Director (14 Nov 2019 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (14 Nov 2019 to 1 Sep 2022)
    • Responsible for Insurance Distribution (14 Nov 2019 to 1 Sep 2022)

Recent activity

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

No changes recorded yet.