Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
    • [FCA CF] Client dealing (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 11 Mar 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (23 Feb 2023 to 25 Jul 2023)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2022 to 16 Feb 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (18 Dec 2007 to 28 Jan 2008)

Recent activity

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

No changes recorded yet.