Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (16 May 2025 to 7 Apr 2026)
    • CF1 Director (AR) (2 Jun 2009 to 28 Mar 2012)
    • CF30 Customer (1 Nov 2007 to 28 May 2009)
    • CF22 Investment Adviser (Trainee) (23 Aug 2007 to 31 Oct 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Apr 2026)
    • CF1 Director (AR) (2 Apr 2014 to 15 May 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (17 Mar 2011 to 28 Mar 2012)
  • Clinton Kennard Associates Ltd (no longer approved here)

    FRN 498916

    • Employed By (17 Mar 2011 to 28 Mar 2012)
  • Vision Financial Management Ltd (no longer approved here)

    FRN 501422

    • Employed By (2 Jun 2009 to 15 May 2025)
  • UK Personal Finance Ltd (no longer approved here)

    FRN 467718

    • Employed By (23 Aug 2007 to 15 May 2025)

Recent activity

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

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