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 (12 Jul 2022 to 9 May 2023)
    • [FCA CF] Client dealing (10 Dec 2019 to 12 Jul 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 12 Jul 2022)
    • CF30 Customer (4 Jan 2011 to 8 Dec 2019)
  • Individually Designed Solutions Ltd (no longer approved here)

    FRN 153387

    • (9)Employed By (29 Oct 2001 to 30 Dec 2010)

Recent activity

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

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