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 (11 Nov 2020 to 26 Oct 2022)
    • [FCA CF] Functions requiring qualifications (11 Nov 2020 to 26 Oct 2022)
  • KEYSTONE FINANCIAL LIMITED (no longer approved here)

    FRN 501917

    • CF1 Director (AR) (5 Apr 2017 to 28 Dec 2018)
    • CF30 Customer (17 Nov 2016 to 28 Dec 2018)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF30 Customer (1 Nov 2007 to 30 Dec 2013)
    • CF21 Investment Adviser (30 Sep 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.