Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Connect IFA Ltd
FRN 441505
- CF1 Director (AR) (since 2 Mar 2025)
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CRYSTAL CLEAR COMMERCIAL LTD
FRN 1027373
- Employed By (since 2 Mar 2025)
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Quilter Financial Limited
FRN 497604
- CF1 Director (AR) (since 21 Aug 2023)
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Stonebridge Mortgage Solutions Ltd
FRN 454811
- CF1 Director (AR) (since 20 Aug 2015)
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Chrysalis Wealth Management Ltd
FRN 708796
- (1)Employed By (since 14 Aug 2015)
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Crystal Clear Financial Planning Limited
FRN 571416
- Employed By (since 12 Jan 2012)
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- CF1 Director (AR) (14 Aug 2015 to 1 Sep 2023)
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- CF1 Director (AR) (12 Jan 2012 to 28 Aug 2015)
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- CF30 Customer (1 Nov 2007 to 29 Oct 2011)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (1)Employed By at Chrysalis Wealth Management Ltd