Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Jun 2025 to 30 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 23 Dec 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2025)
    • CF1 Director (AR) (10 Nov 2015 to 27 Oct 2023)
    • CF30 Customer (1 Nov 2007 to 30 Dec 2025)
    • CF21 Investment Adviser (4 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Nov 2004 to 4 Apr 2005)
  • Create Financial Solutions Limited (no longer approved here)

    FRN 722497

    • Employed By (10 Nov 2015 to 30 Dec 2025)

Recent activity

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

No changes recorded yet.