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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 14 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 28 Jun 2018)
    • (1)Employed By (since 14 Jul 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (594)Employed By (27 Jul 2023 to 11 Nov 2025)

Recent activity

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

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