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
- CF4 Partner (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
- CF30 Customer (28 May 2015 to 14 Dec 2016)
- CF4 Partner (AR) (28 May 2015 to 14 Dec 2016)
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QUILTER WEALTH LIMITED
FRN 217742
- 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 1 Apr 2023)
- CF4 Partner (AR) (since 20 Nov 2015)
- CF4 Partner (AR) (11 Nov 2010 to 12 Nov 2010)
- CF30 Customer (11 Nov 2010 to 12 Nov 2010)
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Advance Financial Management
FRN 184844
- (2)Employed By (since 20 Nov 2015)
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Quilter Mortgage Planning Limited
FRN 440718
- CF4 Partner (AR) (since 28 May 2015)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Advance Financial Management
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controlled function added: (2)Employed By at Advance Financial Management