Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 5 Mar 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (19 May 2023 to 19 Feb 2025)
    • [FCA CF] Functions requiring qualifications (24 Apr 2023 to 19 May 2023)
    • [FCA CF] Client dealing (24 Apr 2023 to 19 May 2023)
  • The Tavistock Partnership Limited (no longer approved here)

    FRN 519014

    • [FCA CF] Client dealing (30 Aug 2022 to 27 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (30 Aug 2022 to 27 Apr 2023)
  • Connells Limited (no longer approved here)

    FRN 302221

    • [FCA CF] Functions requiring qualifications (19 Jan 2022 to 5 Aug 2022)

Recent activity

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

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