Where they hold approval

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

    • CF30 Customer (since 17 Apr 2026)
    • CF1 Director (AR) (since 17 Apr 2026)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (17 Mar 2023 to 3 Mar 2026)
    • CF1 Director (AR) (17 Mar 2023 to 2 Mar 2026)
    • CF30 Customer (17 Mar 2023 to 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (1 Feb 2023 to 5 Apr 2023)
    • [FCA CF] Client dealing (1 Feb 2023 to 5 Apr 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 31 Jan 2023)
    • CF4 Partner (AR) (1 Jun 2020 to 31 Jan 2023)
    • CF30 Customer (1 Jun 2020 to 31 Jan 2023)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 10 Oct 2021)
    • CF30 Customer (1 Nov 2007 to 10 Oct 2021)
    • CF21 Investment Adviser (20 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Nov 2005 to 20 Oct 2006)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (1 Jun 2020 to 31 Jan 2023)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF22 Investment Adviser (Trainee) (9 Jan 2004 to 8 Nov 2005)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF22 Investment Adviser (Trainee) (21 Feb 2003 to 2 Apr 2004)

Recent activity

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

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