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

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2022)
    • CF4 Partner (AR) (7 Dec 2018 to 11 Apr 2022)
    • CF30 Customer (1 Nov 2007 to 11 Apr 2022)
    • CF21 Investment Adviser (26 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Oct 2004 to 26 Jan 2005)
  • Zest Financial Consultants Limited (no longer approved here)

    FRN 193538

    • (3)Employed By (1 Dec 2001 to 10 Jan 2005)

Recent activity

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

  1. controlled function added: (3)Employed By at Zest Financial Consultants Limited