Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF3 Chief Executive (27 Mar 2007 to 30 Mar 2007)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 Mar 2007)
    • CF10 Compliance Oversight (8 Nov 2002 to 22 Mar 2007)
    • CF21 Investment Adviser (8 Nov 2002 to 11 Sep 2007)
    • CF11 Money Laundering Reporting (8 Nov 2002 to 22 Mar 2007)
    • CF1 Director (8 Nov 2002 to 26 Jun 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (1 Dec 2001 to 11 Jun 2002)

Recent activity

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

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