Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (5 Jun 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Dec 2002 to 5 Jun 2003)
  • Canada Life Limited (no longer approved here)

    FRN 110394

    • CF21 Investment Adviser (1 Dec 2001 to 7 Nov 2002)

Recent activity

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

No changes recorded yet.