Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 26 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Oct 2016)
    • (4)Employed By (since 23 Sep 2022)
  • Abacus Wealth Services Ltd (no longer approved here)

    FRN 543264

    • Employed By (1 Oct 2016 to 31 Jul 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (30 Jul 2015 to 3 Oct 2016)

Recent activity

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

No changes recorded yet.