Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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)
- CF4 Partner (AR) (4 Jul 2008 to 12 Nov 2009)
- CF30 Customer (13 Mar 2008 to 12 Nov 2009)
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Quilter Mortgage Planning Limited
FRN 440718
- 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)
- CF4 Partner (AR) (25 Sep 2008 to 12 Nov 2009)
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- Employed By (4 Jul 2008 to 12 Nov 2009)
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- CF21 Investment Adviser (1 Dec 2001 to 20 Sep 2002)
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- CF21 Investment Adviser (1 Dec 2001 to 20 Sep 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.