Where they hold approval

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

  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • CF30 Customer (5 Mar 2013 to 20 Jun 2019)
    • CF21 Investment Adviser (5 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Mar 2004 to 5 Jan 2005)
  • HF Wealth Planning Ltd (no longer approved here)

    FRN 223494

    • (2)Employed By (5 Mar 2013 to 20 Jun 2019)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)

Recent activity

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

No changes recorded yet.