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
- CF1 Director (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (27 Jan 2015 to 24 Apr 2019)
-
Precision Financial Consulting Ltd
FRN 615670
- (1)Employed By (since 22 Jan 2015)
-
Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 19 Mar 2014)
-
- CF30 Customer (1 Nov 2007 to 1 Oct 2013)
- CF21 Investment Adviser (29 Sep 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (28 Jul 2006 to 29 Sep 2006)
-
- Employed By (28 Jul 2006 to 1 Oct 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.