Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 15 Mar 2013)
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Threshold Mortgages Limited
FRN 411400
- Employed By (since 4 Feb 2014)
- Employed By (23 Nov 2004 to 2 Jul 2005)
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- Employed By (15 Mar 2013 to 11 Mar 2014)
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- CF1 Director (AR) (22 Apr 2009 to 17 Mar 2011)
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- CF21 Investment Adviser (24 Sep 2002 to 9 Dec 2002)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 3 May 2002)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 3 May 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.