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
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
- CF1 Director (AR) (since 4 Apr 2025)
- CF30 Customer (since 4 Apr 2025)
- CF30 Customer (3 Jan 2014 to 9 Mar 2018)
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Lench Fold Wealth Management Limited
FRN 1027828
- (1)Employed By (since 4 Apr 2025)
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- Employed By (3 Jan 2014 to 9 Mar 2018)
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- Employed By (26 Apr 2013 to 29 Nov 2013)
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- CF30 Customer (26 Apr 2013 to 29 Nov 2013)
Recent activity
Updates to this individual's record on the FCA register.
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