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
    • [FCA CF] Functions requiring qualifications (since 10 May 2023)
    • SMF27 Partner (since 10 May 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 5 May 2023)
    • CF4 Partner (AR) (14 Nov 2012 to 5 May 2023)
  • Cobalt Private Finance Ltd (no longer approved here)

    FRN 414385

    • Employed By (16 Nov 2004 to 1 Oct 2009)
  • Cobalt Capital Ltd (no longer approved here)

    FRN 193266

    • Employed By (1 Dec 2001 to 16 Nov 2004)

Recent activity

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

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