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 (30 Aug 2023 to 2 Sep 2025)
    • [FCA CF] Client dealing (30 Aug 2023 to 2 Sep 2025)
    • CF30 Customer (15 Mar 2013 to 26 Apr 2013)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 5 Apr 2011)
    • CF21 Investment Adviser (4 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 May 2005 to 4 Jul 2005)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (25 Oct 2004 to 12 Aug 2005)
    • CF22 Investment Adviser (Trainee) (1 Apr 2004 to 25 Oct 2004)

Recent activity

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

No changes recorded yet.