Where they hold approval

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

  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • [FCA CF] Client dealing (9 Dec 2020 to 1 Apr 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 1 Apr 2024)
    • CF30 Customer (3 Nov 2015 to 8 Dec 2019)
    • CF21 Investment Adviser (6 Apr 2007 to 3 Jul 2007)
    • CF22 Investment Adviser (Trainee) (25 Oct 2006 to 10 Apr 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Jul 2011 to 11 Oct 2012)

Recent activity

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

No changes recorded yet.