Where they hold approval

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

  • Pension Income Planning Limited (no longer approved here)

    FRN 713438

    • (3)[FCA CF] Client dealing (5 Mar 2025 to 14 Jan 2026)
    • (4)[FCA CF] Functions requiring qualifications (5 Mar 2025 to 14 Jan 2026)
  • Partners Wealth Management LLP (no longer approved here)

    FRN 442303

    • CF30 Customer (29 Jun 2010 to 29 Mar 2017)
  • Dart Capital Limited (no longer approved here)

    FRN 137569

    • CF21 Investment Adviser (13 Oct 2004 to 22 Dec 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Oct 2004)

Recent activity

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

  1. controlled function added: (3)[FCA CF] Client dealing at Pension Income Planning Limited

  2. controlled function added: (4)[FCA CF] Functions requiring qualifications at Pension Income Planning Limited