Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- (1)CF30 Customer (22 Nov 2018 to 30 Jun 2019)
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- CF30 Customer (1 Nov 2007 to 31 Oct 2008)
- CF24 Pension Transfer Specialist (22 Mar 2005 to 31 Oct 2007)
- CF21 Investment Adviser (5 Jan 2005 to 31 Oct 2007)
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- CF21 Investment Adviser (8 Mar 2002 to 31 Jul 2005)
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- CF22 Investment Adviser (Trainee) (2 Dec 2001 to 8 Mar 2002)
- CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2005)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (1)CF30 Customer at Phoenix Wealth Solutions Limited