Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2022)
    • CF30 Customer (1 Nov 2007 to 1 Oct 2022)
    • CF21 Investment Adviser (6 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (31 May 2006 to 6 Aug 2007)
    • CF1 Director (AR) (31 May 2006 to 28 Jan 2009)
  • CDC Consultancy Limited (no longer approved here)

    FRN 768246

    • Employed By (7 Feb 2018 to 1 Oct 2022)
  • Crawford Drake Limited (no longer approved here)

    FRN 582337

    • Employed By (28 Jun 2012 to 7 Jun 2018)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 May 2006 to 28 Jan 2009)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (220)Employed By (31 May 2006 to 1 Oct 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 9 Jun 2006)

Recent activity

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

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