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 4 Jun 2025)
    • CF30 Customer (18 Jul 2013 to 21 Nov 2013)
    • 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)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (236)Employed By (18 Jul 2013 to 21 Nov 2013)
  • Moffatt Financial Planning Limited (no longer approved here)

    FRN 198060

    • CF21 Investment Adviser (26 Apr 2002 to 26 Apr 2002)

Recent activity

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

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