Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 22 Nov 2022)
    • CF1 Director (AR) (since 9 Nov 2022)
    • CF30 Customer (since 9 Nov 2022)
    • Employed By (since 9 Nov 2022)
    • Employed By (8 Jan 2004 to 31 May 2005)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • CF30 Customer (22 Feb 2021 to 9 Aug 2022)
    • [FCA CF] Client dealing (30 Dec 2020 to 9 Aug 2022)
    • Appointed representative dealing with clients for which they require qualification (30 Dec 2020 to 9 Aug 2022)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (22)Employed By (22 Feb 2021 to 9 Aug 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
    • CF30 Customer (1 Nov 2007 to 13 Jun 2012)
    • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Jun 2006 to 11 Sep 2007)
    • CF1 Director (AR) (14 Mar 2006 to 17 Dec 2020)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (548)Employed By (13 Nov 2019 to 30 Dec 2020)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (4 May 2012 to 24 Dec 2013)
    • CF1 Director (AR) (14 Feb 2012 to 24 Dec 2013)
  • Birch Financial Solutions Ltd (no longer approved here)

    FRN 574852

    • Employed By (14 Feb 2012 to 30 Dec 2020)
  • Beaulieu Wealth Management Ltd (no longer approved here)

    FRN 501479

    • Employed By (28 May 2009 to 30 Dec 2020)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (29 May 2007 to 17 Dec 2020)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (22)Employed By at Taylored Advice Group Limited