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 (9 Dec 2019 to 2 Apr 2024)
    • CF30 Customer (18 May 2016 to 2 Apr 2024)
  • Citrus Financial Management Ltd (no longer approved here)

    FRN 413291

    • Employed By (18 May 2016 to 2 Apr 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 18 Sep 2013)
    • CF21 Investment Adviser (28 Feb 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.