Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
TITAN WEALTH PLANNING LTD
FRN 574458
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
- [FCA CF] Client dealing (since 1 Nov 2025)
-
- [FCA CF] Client dealing (17 May 2025 to 4 Nov 2025)
- [FCA CF] Functions requiring qualifications (17 Mar 2025 to 4 Nov 2025)
-
- Appointed representative dealing with clients for which they require qualification (31 Jul 2023 to 29 Nov 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.