Where they hold approval

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

  • Kellands (Bristol) Limited (no longer approved here)

    FRN 196145

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Jul 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jul 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (6 May 2005 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (28 Apr 2005 to 1 Nov 2005)
    • CF22 Investment Adviser (Trainee) (29 Oct 2004 to 28 Apr 2005)

Recent activity

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

No changes recorded yet.