Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- CF1 Director (AR) (since 15 Jan 2008)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2023)
- CF30 Customer (1 Nov 2007 to 22 Nov 2022)
- CF21 Investment Adviser (3 Apr 2007 to 31 Oct 2007)
- CF4 Partner (AR) (2 Aug 2006 to 15 Jan 2008)
- CF22 Investment Adviser (Trainee) (2 Aug 2006 to 3 Apr 2007)
-
Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 15 Jan 2008)
- CF4 Partner (AR) (2 Aug 2006 to 15 Jan 2008)
-
- (1)Employed By (since 2 Aug 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.