Where they hold approval

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

  • BRI Wealth Management PLC (no longer approved here)

    FRN 122499

    • [FCA CF] Client dealing (3 Feb 2022 to 16 Oct 2024)
    • [FCA CF] Functions requiring qualifications (3 Feb 2022 to 16 Oct 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (27 Jul 2020 to 11 May 2021)
    • CF30 Customer (10 Jul 2020 to 11 May 2021)

Recent activity

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

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