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 11 Jun 2025)
    • CF1 Director (AR) (4 Jan 2023 to 1 Jul 2025)
    • CF30 Customer (4 Jan 2023 to 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (20 Jan 2022 to 17 Feb 2023)
    • [FCA CF] Client dealing (20 Jan 2022 to 17 Feb 2023)
  • 365 Financial Solutions Limited (no longer approved here)

    FRN 983958

    • Employed By (4 Jan 2023 to 1 Jul 2025)
  • Haven Protect Limited (no longer approved here)

    FRN 773416

    • [FCA CF] Functions requiring qualifications (14 Oct 2022 to 12 Dec 2022)
    • [FCA CF] Client dealing (14 Oct 2022 to 12 Dec 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2022)
    • CF30 Customer (9 Aug 2019 to 3 Jan 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (148)Employed By (9 Aug 2019 to 3 Jan 2022)
  • PRICE FERGUSON LIMITED (no longer approved here)

    FRN 424784

    • CF30 Customer (4 Aug 2018 to 4 Oct 2018)

Recent activity

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

No changes recorded yet.