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.

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 4 Jun 2025)
    • CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
    • CF22 Investment Adviser (Trainee) (5 May 2006 to 10 Oct 2007)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 9 Dec 2019)
    • CF1 Director (AR) (7 Jul 2006 to 19 Apr 2011)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (22 Sep 2009 to 28 Jun 2011)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF4 Partner (AR) (1 Jun 2005 to 5 May 2006)

Recent activity

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

No changes recorded yet.