Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (4 Jan 2023 to 29 Dec 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (11 Jan 2021 to 4 Jan 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jan 2021)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (26 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Sep 2006 to 26 Jun 2007)
  • GRS Financial Consultants Limited (no longer approved here)

    FRN 198023

    • CF21 Investment Adviser (1 Dec 2001 to 11 Jun 2004)

Recent activity

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

No changes recorded yet.