Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 9 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (23 Oct 2014 to 9 Jun 2017)
    • (3)Employed By (since 9 Mar 2024)
  • Evolution FS Ltd (no longer approved here)

    FRN 597303

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Oct 2023)
    • CF30 Customer (10 May 2018 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (12 Sep 2017 to 1 Apr 2018)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (79)Employed By (12 Sep 2017 to 1 Apr 2018)
  • Chapter Place Associates Ltd (no longer approved here)

    FRN 433035

    • Employed By (21 Oct 2016 to 9 Jun 2017)
  • Victoria Trapitsyna (no longer approved here)

    FRN 649126

    • Employed By (17 Oct 2014 to 21 Oct 2016)

Recent activity

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

  1. controlled function removed: Employed By at Apollo Private Wealth Ltd

  2. controlled function added: (3)Employed By at Apollo Private Wealth Ltd