Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 12 Apr 2021)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2021)
    • CF21 Investment Adviser (18 Dec 2003 to 27 May 2005)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF22 Investment Adviser (Trainee) (18 Nov 2005 to 24 Sep 2007)

Recent activity

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

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