Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ADVANTA WEALTH (SOUTH WEST) LTD
FRN 677869
- [FCA CF] Manager of certification employee (since 27 Nov 2025)
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CITY FINANCIAL PLANNING LIMITED
FRN 440633
- [FCA CF] Manager of certification employee (since 30 Jun 2025)
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City Financial Planning (Exeter) Limited
FRN 460195
- [FCA CF] Manager of certification employee (since 30 Jun 2025)
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Advanta Direct Ltd
FRN 430987
- [FCA CF] Manager of certification employee (since 6 Mar 2025)
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GENESIS FINANCIAL PLANNING LTD
FRN 587231
- [FCA CF] Manager of certification employee (since 6 Mar 2025)
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Advanta Wealth Ltd
FRN 605977
- [FCA CF] Manager of certification employee (since 16 Jan 2023)
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- [FCA CF] Manager of certification employee (9 Sep 2019 to 9 Sep 2019)
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- CF30 Customer (7 May 2014 to 15 Jun 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.