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 (2 Feb 2021 to 22 Aug 2025)
    • [FCA CF] Client dealing (2 Feb 2021 to 22 Aug 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 May 2021)
    • CF30 Customer (7 Feb 2012 to 12 May 2021)
  • Pilgrim Financial Services (no longer approved here)

    FRN 223120

    • Employed By (7 Mar 2013 to 12 May 2021)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF22 Investment Adviser (Trainee) (9 May 2003 to 4 Jan 2004)
    • CF7 Sole Trader (AR) (7 Mar 2003 to 31 Oct 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (9 May 2003 to 4 Jan 2004)
    • CF7 Sole Trader (AR) (7 Mar 2003 to 31 Jan 2007)

Recent activity

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

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