Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
-
Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF21 Investment Adviser (13 Dec 2004 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (15 Sep 2004 to 13 Dec 2004)
-
- CF22 Investment Adviser (Trainee) (21 May 2004 to 8 Sep 2004)
-
- CF22 Investment Adviser (Trainee) (21 May 2004 to 8 Sep 2004)
-
- CF22 Investment Adviser (Trainee) (21 May 2004 to 8 Sep 2004)
-
- CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
-
- CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.