Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (6 Jul 2021 to 7 Mar 2023)
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Quilter Mortgage Planning Limited
FRN 440718
- 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 6 Mar 2023)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.