Where they hold approval

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

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Mar 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 24 Mar 2020)
    • CF30 Customer (15 Feb 2018 to 8 Dec 2019)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (27 Aug 2008 to 26 Apr 2009)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 15 Dec 2008)
    • CF21 Investment Adviser (4 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Nov 2004 to 4 Apr 2005)

Recent activity

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

No changes recorded yet.