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 (14 Oct 2022 to 8 Apr 2024)
    • [FCA CF] Client dealing (14 Oct 2022 to 8 Apr 2024)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • [FCA CF] Functions requiring qualifications (9 Dec 2021 to 31 Mar 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (13 Aug 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (13 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 May 2007 to 13 Aug 2007)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (19 Jun 2002 to 31 Jul 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Jun 2002)

Recent activity

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

No changes recorded yet.