Where they hold approval

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

    • 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 5 Nov 2024)
    • CF1 Director (AR) (since 9 Dec 2023)
    • (1)Employed By (since 9 Dec 2023)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (22 Jan 2024 to 6 Nov 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
    • CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (30 Sep 2008 to 11 Jan 2013)
    • CF30 Customer (30 Sep 2008 to 29 Jan 2009)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (28 Jun 2006 to 5 Dec 2006)
    • CF1 Director (AR) (23 Dec 2005 to 5 Dec 2006)
    • CF22 Investment Adviser (Trainee) (23 Dec 2005 to 28 Jun 2006)
  • Palmer Independent Ltd (no longer approved here)

    FRN 200276

    • (4)Employed By (11 Jul 2000 to 30 Dec 2005)

Recent activity

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

No changes recorded yet.