Where they hold approval

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

  • Quilter Cheviot Limited (no longer approved here)

    FRN 124259

    • [FCA CF] Functions requiring qualifications (16 Apr 2025 to 25 Mar 2026)
    • [FCA CF] Client dealing (16 Apr 2025 to 25 Mar 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (16 Sep 2024 to 16 Apr 2025)
    • CF30 Customer (12 Sep 2024 to 16 Apr 2025)
  • GEMINI WEALTH MANAGEMENT LTD (no longer approved here)

    FRN 458880

    • [FCA CF] Functions requiring qualifications (16 Aug 2021 to 1 Aug 2024)
    • [FCA CF] Client dealing (16 Aug 2021 to 1 Aug 2024)
  • Radiant Financial Planning Limited (no longer approved here)

    FRN 192396

    • [FCA CF] Client dealing (21 Jan 2020 to 5 Jun 2021)
    • [FCA CF] Functions requiring qualifications (21 Jan 2020 to 5 Jun 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (25 Aug 2015 to 24 Mar 2017)
  • Uniec Prestige Ltd (no longer approved here)

    FRN 544324

    • Employed By (4 Oct 2012 to 12 Apr 2013)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (17 Feb 2012 to 12 Apr 2013)
  • Taurus Wealth Management Ltd (no longer approved here)

    FRN 574603

    • Employed By (17 Feb 2012 to 16 Apr 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (18 Mar 2010 to 29 Dec 2011)

Recent activity

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

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