Where they hold approval

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

  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Jul 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 8 May 2012)
    • CF21 Investment Adviser (17 Feb 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.