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
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 21 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (since 22 Jan 2021)
    • (1)Employed By (since 21 Jun 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (29 Jul 2008 to 17 Oct 2009)
    • CF30 Customer (1 Nov 2007 to 7 Oct 2009)
    • CF21 Investment Adviser (9 Aug 2005 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (9 Aug 2005 to 31 Jan 2007)
  • Adams Consultancy (Bristol) Ltd (no longer approved here)

    FRN 436815

    • Employed By (9 Aug 2005 to 17 Oct 2009)
  • Kellands (Bristol) Limited (no longer approved here)

    FRN 196145

    • CF21 Investment Adviser (1 Dec 2001 to 15 Mar 2005)

Recent activity

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

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