Where they hold approval

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

    • (3)Employed By (since 25 Nov 2025)
    • (3)Employed By (27 Mar 2023 to 28 Jul 2023)
    • 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 24 Jul 2023)
    • CF1 Director (AR) (since 27 Mar 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (12 Mar 2021 to 21 Jul 2023)
    • CF1 Director (AR) (4 Mar 2021 to 21 Jul 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 8 Mar 2021)
    • CF1 Director (AR) (3 Dec 2019 to 8 Mar 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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