Where they hold approval

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

  • Advance Mortgage Funding Limited (no longer approved here)

    FRN 305008

    • Appointed representative dealing with clients for which they require qualification (9 Jul 2020 to 2 Mar 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (12 Oct 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Jun 2005 to 12 Oct 2005)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (22 Dec 2003 to 16 Jul 2005)
    • CF22 Investment Adviser (Trainee) (17 Apr 2003 to 22 Dec 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (22 Dec 2003 to 16 Jul 2005)
    • CF22 Investment Adviser (Trainee) (17 Apr 2003 to 22 Dec 2003)
  • Quantum 3 Financial Services Ltd (no longer approved here)

    FRN 221358

    • Employed By (17 Apr 2003 to 16 Jul 2005)

Recent activity

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

No changes recorded yet.