Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 8 Oct 2024)
- CF1 Director (AR) (since 20 Sep 2024)
- CF30 Customer (since 20 Sep 2024)
-
Bibby & Co Financial Planning Ltd
FRN 1018540
- Employed By (since 20 Sep 2024)
-
- Employed By (3 May 2022 to 21 Aug 2023)
-
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Aug 2023)
- CF30 Customer (18 Mar 2016 to 21 Aug 2023)
-
- (4)Employed By (28 Aug 2018 to 21 Aug 2023)
-
- Employed By (18 Mar 2016 to 17 Sep 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.