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] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2025)
    • CF30 Customer (13 Jun 2014 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2011)
    • CF21 Investment Adviser (30 Jun 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 May 2003 to 30 Jun 2003)
  • FGP Independent Ltd (1351) (no longer approved here)

    FRN 186134

    • (3)Employed By (23 Dec 2002 to 20 Feb 2003)

Recent activity

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

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