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 (25 Jan 2024 to 6 Feb 2026)
    • [FCA CF] Functions requiring qualifications (25 Jan 2024 to 6 Feb 2026)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF1 Director (AR) (15 Apr 2020 to 19 Jun 2024)
    • CF30 Customer (15 Apr 2020 to 19 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (30 Mar 2020 to 19 Jun 2024)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Jun 2024)
  • Cheshire Financial Advice Limited (no longer approved here)

    FRN 923486

    • Employed By (15 Apr 2020 to 19 Jun 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (29 Oct 2015 to 13 Jun 2016)

Recent activity

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

No changes recorded yet.