Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (18 Jan 2023 to 6 Jun 2025)
    • [FCA CF] Functions requiring qualifications (18 Jan 2023 to 6 Jun 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 20 Jan 2023)
    • CF30 Customer (29 Jan 2020 to 20 Jan 2023)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (348)Employed By (29 Jan 2020 to 20 Jan 2023)

Recent activity

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

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