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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 21 Sep 2015)
    • CF1 Director (AR) (9 Feb 2015 to 17 Feb 2015)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (27 Feb 2008 to 11 May 2015)
    • CF30 Customer (27 Feb 2008 to 7 Aug 2014)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF22 Investment Adviser (Trainee) (26 Apr 2006 to 5 Oct 2007)
    • CF1 Director (AR) (26 Apr 2006 to 11 May 2015)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • CF1 Director (AR) (25 Jul 2005 to 26 May 2006)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (31 Oct 2004 to 7 Aug 2006)

Recent activity

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

No changes recorded yet.