Where they hold approval

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

    • 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 17 Apr 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (6 Nov 2023 to 2 Apr 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (17 Jan 2023 to 9 Nov 2023)
  • One 77 Mortgages Limited (no longer approved here)

    FRN 753474

    • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 7 Nov 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (7 Sep 2020 to 31 Aug 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (19 Jul 2018 to 28 Aug 2020)
  • Future Financial Wealth LLP (no longer approved here)

    FRN 592054

    • (4)Employed By (19 Jul 2018 to 28 Aug 2020)

Recent activity

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

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