Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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)
-
Beacon Financial Planning Limited
FRN 1049513
- Employed By (since 12 Feb 2026)
-
Ablestoke Financial Planning LLP
FRN 574544
- (8)Employed By (since 26 Apr 2024)
-
- Appointed representative dealing with clients for which they require qualification (10 Jun 2021 to 11 Jun 2021)
-
- Employed By (27 May 2021 to 26 Nov 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.