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 (23 Feb 2024 to 1 Apr 2026)
    • [FCA CF] Client dealing (23 Feb 2024 to 1 Apr 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF4 Partner (AR) (7 Jul 2022 to 1 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2024)
    • CF30 Customer (2 Feb 2010 to 1 Mar 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Nov 2007 to 31 Jan 2010)
    • CF21 Investment Adviser (27 Sep 2004 to 31 Oct 2007)
    • CF4 Partner (AR) (27 Sep 2004 to 31 Jan 2010)
  • Atkins Financial Management (no longer approved here)

    FRN 197086

    • (4)Employed By (15 Aug 2001 to 31 Jan 2010)

Recent activity

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

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