Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 8 May 2025)
    • SMF3 Executive Director (since 31 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (22 Apr 2021 to 8 May 2025)
    • CF1 Director (AR) (22 Apr 2021 to 8 May 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)

Recent activity

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

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