Where they hold approval

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

    • (1)Employed By (since 3 Aug 2023)
    • (4)Employed By (4 Mar 2005 to 24 Mar 2006)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 3 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 12 Jun 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 Jun 2023)
    • CF1 Director (AR) (19 Mar 2007 to 5 Jun 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (18 Feb 2008 to 5 Jun 2023)
    • CF30 Customer (18 Feb 2008 to 24 Nov 2010)

Recent activity

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

  1. controlled function removed: Employed By at Bishop & Company (MSN) Limited

  2. controlled function added: (4)Employed By at Bishop & Company (MSN) Limited

  3. controlled function added: (1)Employed By at Bishop & Company (MSN) Limited