Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 14 Jul 2009)
    • CF21 Investment Adviser (2 Jan 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (2 Jan 2006 to 31 Jan 2007)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF21 Investment Adviser (17 Oct 2005 to 11 Nov 2005)
    • CF22 Investment Adviser (Trainee) (29 Jul 2004 to 17 Oct 2005)

Recent activity

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

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