Where they hold approval

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

  • TRULY INDEPENDENT LTD (no longer approved here)

    FRN 513655

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (15 May 2019 to 8 Dec 2019)
  • PK Financial Planning LLP (no longer approved here)

    FRN 223145

    • CF30 Customer (27 Nov 2017 to 30 May 2018)
    • CF24 Pension Transfer Specialist (18 Jun 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (10 Jun 2004 to 31 Jan 2007)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (17 Sep 2010 to 17 Jan 2011)
  • Professional Solutions Group Ltd (no longer approved here)

    FRN 222578

    • Employed By (10 Mar 2004 to 28 Apr 2004)

Recent activity

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

No changes recorded yet.