Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 5 Apr 2024)
- CF30 Customer (since 7 Mar 2024)
- CF1 Director (AR) (since 7 Mar 2024)
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20:20 Financial Planning Ltd
FRN 1007761
- (1)Employed By (since 7 Mar 2024)
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- (5)Employed By (8 Sep 2021 to 13 Oct 2023)
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- Appointed representative dealing with clients for which they require qualification (8 Sep 2021 to 13 Oct 2023)
- CF30 Customer (8 Sep 2021 to 13 Oct 2023)
- [FCA CF] Client dealing (8 Sep 2021 to 13 Oct 2023)
Recent activity
Updates to this individual's record on the FCA register.
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