Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 25 Feb 2026)
- CF1 Director (AR) (since 25 Feb 2026)
- CF30 Customer (since 25 Feb 2026)
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Quantus Wealth Management Ltd
FRN 1050072
- (1)Employed By (since 25 Feb 2026)
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- Appointed representative dealing with clients for which they require qualification (3 Jun 2024 to 6 Feb 2026)
- [FCA CF] Client dealing (3 Jun 2024 to 6 Feb 2026)
- CF30 Customer (17 May 2024 to 6 Feb 2026)
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- Employed By (17 May 2024 to 6 Feb 2026)
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- [FCA CF] Client dealing (22 Mar 2021 to 26 Mar 2024)
- [FCA CF] Functions requiring qualifications (22 Mar 2021 to 26 Mar 2024)
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- [FCA CF] Client dealing (9 Dec 2019 to 27 Apr 2020)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Apr 2020)
- CF30 Customer (31 Oct 2019 to 8 Dec 2019)
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- CF30 Customer (26 Jun 2018 to 23 Aug 2019)
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- Employed By (26 Jun 2018 to 26 Aug 2019)
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- CF30 Customer (28 Dec 2016 to 26 Aug 2019)
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- Employed By (28 Dec 2016 to 26 Aug 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.