Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 5 Nov 2024)
    • CF1 Director (AR) (26 Oct 2022 to 5 Nov 2024)
    • CF30 Customer (26 Oct 2022 to 5 Nov 2024)
    • [FCA CF] Functions requiring qualifications (30 Dec 2021 to 17 Feb 2023)
    • [FCA CF] Client dealing (30 Dec 2021 to 17 Feb 2023)
  • 365 Financial Solutions Limited (no longer approved here)

    FRN 983958

    • Employed By (26 Oct 2022 to 5 Nov 2024)
  • Oasis Crescent Wealth (UK) Limited (no longer approved here)

    FRN 572395

    • [FCA CF] Client dealing (9 Dec 2019 to 20 Dec 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Dec 2021)
    • CF30 Customer (19 Jan 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.