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
- CF1 Director (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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QUILTER WEALTH LIMITED
FRN 217742
- 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 Jul 2023)
- CF1 Director (AR) (since 15 Jul 2008)
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Mountfield Financial Services Ltd
FRN 485513
- (1)Employed By (since 15 Jul 2008)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2023)
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- CF21 Investment Adviser (2 Apr 2003 to 27 May 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 2 Apr 2003)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.