Where they hold approval

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

  • Worldwide Financial Planning Ltd (no longer approved here)

    FRN 440668

    • CF30 Customer (1 Nov 2007 to 14 Nov 2008)
    • CF21 Investment Adviser (7 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 7 Dec 2006)
  • Worldwide Financial Planning Limited (no longer approved here)

    FRN 185798

    • Employed By (3 Aug 2004 to 30 Dec 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (20 Jun 2003 to 20 Jun 2003)
    • CF22 Investment Adviser (Trainee) (4 Oct 2002 to 20 Jun 2003)

Recent activity

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

No changes recorded yet.