Where they hold approval

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

  • PLAN SMART FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 625144

    • Responsibility for MCD Intermediation (14 Oct 2022 to 9 May 2023)
    • Responsible for Insurance Distribution (14 Oct 2022 to 9 May 2023)
    • SMF16 Compliance Oversight (14 Oct 2022 to 9 May 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (14 Oct 2022 to 9 May 2023)

Recent activity

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

No changes recorded yet.