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
    • Appointed representative dealing with clients for which they require qualification (since 7 May 2025)
    • CF1 Director (AR) (since 13 Dec 2017)
    • Appointed representative dealing with clients for which they require qualification (26 Feb 2020 to 18 Aug 2023)
    • Employed By (since 13 Dec 2017)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (28 Mar 2018 to 17 Jun 2021)
  • Andrew Graham Wealth Management Ltd (no longer approved here)

    FRN 803165

    • (1)Employed By (28 Mar 2018 to 29 Jun 2021)

Recent activity

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

  1. controlled function removed: Employed By at Andrew Graham Wealth Management Ltd

  2. controlled function added: (1)Employed By at Andrew Graham Wealth Management Ltd