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 (20 Feb 2023 to 28 Feb 2025)
    • CF30 Customer (17 Feb 2023 to 28 Feb 2025)
  • Halcyon Wealth Management Ltd (no longer approved here)

    FRN 590482

    • (2)Employed By (17 Feb 2023 to 28 Feb 2025)

Recent activity

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

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