Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Jun 2023)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 2 Jun 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2021)

Recent activity

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

No changes recorded yet.