Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
- (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)
-
- CF30 Customer (29 Jun 2010 to 29 Mar 2017)
-
- 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.
-
controlled function added: (3)[FCA CF] Client dealing at Pension Income Planning Limited
-
controlled function added: (4)[FCA CF] Functions requiring qualifications at Pension Income Planning Limited