Where they hold approval

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

    • Responsibility for MCD Intermediation (since 19 Nov 2024)
    • Responsible for Insurance Distribution (since 19 Nov 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF30 Customer (23 Feb 2010 to 16 Dec 2013)
    • CF1 Director (23 Feb 2010 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 1 Apr 2010)
    • CF21 Investment Adviser (23 Jul 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (31 Dec 2003 to 23 Jul 2004)

Recent activity

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

No changes recorded yet.