Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (3 Dec 2021 to 19 Jun 2022)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (6 Feb 2017 to 8 Nov 2020)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • [FCA CF] Functions requiring qualifications (6 Feb 2017 to 8 Nov 2020)

Recent activity

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

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