Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 19 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 25 Feb 2020)
    • CF30 Customer (since 20 Feb 2020)
    • Employed By (since 19 Dec 2024)
  • RM Financial Planning Ltd (no longer approved here)

    FRN 402173

    • (3)Employed By (20 Feb 2020 to 21 Mar 2025)

Recent activity

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

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