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

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Aug 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Aug 2022)
    • CF1 Director (AR) (11 Sep 2009 to 31 Mar 2018)
    • CF30 Customer (11 Sep 2009 to 10 Aug 2022)
  • HALTON INSURANCE SERVICES LIMITED (no longer approved here)

    FRN 400359

    • CF30 Customer (17 Jan 2013 to 30 Apr 2014)
  • Stonebridge Financial Management Limited (no longer approved here)

    FRN 506586

    • (2)Employed By (11 Sep 2009 to 10 Aug 2022)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (1 Nov 2007 to 4 Nov 2009)
    • CF24 Pension Transfer Specialist (4 Oct 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (4 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Aug 2006 to 4 Oct 2006)

Recent activity

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

No changes recorded yet.