Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (15 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Mar 2007 to 15 Aug 2007)
  • Adcas Financial Management Ltd (no longer approved here)

    FRN 222123

    • CF1 Director (AR) (21 Dec 2005 to 24 Mar 2006)
    • CF21 Investment Adviser (25 Sep 2003 to 12 Mar 2007)

Recent activity

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

No changes recorded yet.