Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
- CF30 Customer (9 Jul 2008 to 7 May 2010)
- CF1 Director (AR) (12 Feb 2007 to 6 Dec 2007)
-
Quilter Financial Planning Solutions Limited
FRN 184591
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 30 Dec 2022)
-
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
- CF1 Director (AR) (1 Jun 2006 to 31 May 2012)
- CF4 Partner (AR) (10 Apr 2006 to 1 Jun 2006)
-
- CF4 Partner (AR) (1 Jun 2005 to 24 Apr 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.