Where they hold approval

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

  • True Potential Administration LLP (no longer approved here)

    FRN 924423

    • SMF1 Chief Executive (23 Oct 2020 to 28 Feb 2023)
    • SMF27 Partner (23 Oct 2020 to 28 Feb 2023)
  • True Potential Investments LLP (no longer approved here)

    FRN 527444

    • SMF27 Partner (9 Dec 2019 to 28 Feb 2023)
    • CF4 Partner (15 May 2019 to 8 Dec 2019)
    • CF10a CASS Oversight function (15 May 2019 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (6 Jun 2012 to 5 Nov 2012)
    • CF10 Compliance Oversight (6 Jun 2012 to 5 Nov 2012)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF4 Partner (6 Jan 2015 to 1 Mar 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF8 Apportionment and Oversight (7 Apr 2006 to 30 Sep 2007)
    • CF3 Chief Executive (7 Apr 2006 to 30 Sep 2007)
    • CF13 Finance (7 Apr 2006 to 21 Mar 2007)
    • CF1 Director (1 Dec 2001 to 30 Sep 2007)

Recent activity

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

No changes recorded yet.