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] Client dealing (26 Aug 2020 to 9 Jan 2026)
    • [FCA CF] Functions requiring qualifications (26 Aug 2020 to 9 Jan 2026)
  • Ontrack Financial Services (no longer approved here)

    FRN 195886

    • (4)Employed By (29 Jun 2004 to 30 Dec 2011)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (24 Dec 2002 to 14 Nov 2003)
    • CF22 Investment Adviser (Trainee) (6 Aug 2002 to 24 Dec 2002)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (24 Dec 2002 to 14 Nov 2003)
    • CF22 Investment Adviser (Trainee) (6 Aug 2002 to 24 Dec 2002)

Recent activity

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

No changes recorded yet.