Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2024)
    • CF1 Director (6 Oct 2008 to 29 Aug 2012)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (15 Jan 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Jul 2003 to 15 Jan 2004)

Recent activity

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

No changes recorded yet.