Where they hold approval

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

  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (11 May 2005 to 26 Sep 2005)
    • CF1 Director (AR) (26 Jan 2004 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (26 Jan 2004 to 11 May 2005)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (11 May 2005 to 13 Feb 2006)
    • CF22 Investment Adviser (Trainee) (26 Jan 2004 to 11 May 2005)
    • CF1 Director (AR) (26 Jan 2004 to 19 Nov 2006)
  • Sound Financial Solutions Ltd (no longer approved here)

    FRN 231030

    • (5)Employed By (26 Jan 2004 to 19 Nov 2006)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)

Recent activity

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

  1. controlled function removed: Employed By at Sound Financial Solutions Ltd

  2. controlled function added: (5)Employed By at Sound Financial Solutions Ltd