Last updated
2 weeks ago
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Where they hold approval

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

    • (14)Employed By (since 7 Mar 2025)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 27 Sep 2024)
    • CF30 Customer (since 13 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 16 Jun 2023)
    • CF30 Customer (8 Jul 2020 to 16 Jun 2023)
  • Chapel Wealth Management Group Ltd (no longer approved here)

    FRN 987637

    • Employed By (13 Sep 2024 to 25 Mar 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (23 Jun 2017 to 4 Dec 2018)

Recent activity

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

No changes recorded yet.