Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Aug 2024)
    • CF30 Customer (since 13 Jul 2024)
    • (8)Employed By (since 13 Jul 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 5 Aug 2022)
    • CF30 Customer (5 Oct 2021 to 5 Aug 2022)

Recent activity

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

  1. controlled function removed: Employed By at Wellesley Investment Management Ltd

  2. controlled function added: (8)Employed By at Wellesley Investment Management Ltd