Where they hold approval

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

  • Platinum Financial Partners Ltd (no longer approved here)

    FRN 789503

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Aug 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 21 Aug 2022)
    • CF30 Customer (3 Jun 2019 to 21 Aug 2022)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (7 Jun 2017 to 12 May 2019)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (2 Jun 2011 to 4 Jul 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 16 Aug 2011)
    • CF21 Investment Adviser (4 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Jan 2005 to 4 Jul 2005)
  • Boyd Financial Management (no longer approved here)

    FRN 207605

    • Employed By (24 Nov 2001 to 20 Dec 2004)

Recent activity

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

No changes recorded yet.