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

    • CF30 Customer (15 Nov 2011 to 24 Jan 2012)
    • CF4 Partner (AR) (15 Nov 2011 to 17 Nov 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF21 Investment Adviser (10 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Sep 2004 to 10 Nov 2004)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 4 Aug 2002)

Recent activity

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

No changes recorded yet.