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
    • Appointed representative dealing with clients for which they require qualification (since 16 Jul 2021)
    • CF30 Customer (since 15 Jul 2021)
    • Employed By (since 15 Jul 2021)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (30 Jan 2012 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.