Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 12 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (since 10 Jun 2021)
    • CF30 Customer (since 27 May 2021)
    • Employed By (since 12 Feb 2026)
    • (8)Employed By (since 26 Apr 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (10 Jun 2021 to 11 Jun 2021)
  • Ablestoke Financial Advisers Ltd (no longer approved here)

    FRN 837223

    • Employed By (27 May 2021 to 26 Nov 2024)

Recent activity

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

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