Where they hold approval

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

  • WPS ADVISORY Ltd (no longer approved here)

    FRN 624546

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2020)
    • CF30 Customer (18 Apr 2018 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF1 Director (AR) (29 Oct 2014 to 22 Mar 2018)
    • CF30 Customer (29 Oct 2014 to 24 Feb 2017)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • CF1 Director (AR) (14 Jul 2014 to 14 Jul 2014)
    • CF30 Customer (14 Jul 2014 to 14 Jul 2014)

Recent activity

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

No changes recorded yet.