Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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ZEO FINANCE LTD
FRN 915386
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 29 Apr 2026)
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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)
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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 4 Sep 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Aug 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.