Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 3 Jan 2025)
    • CF30 Customer (since 30 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (18 Sep 2020 to 21 Sep 2023)
    • CF30 Customer (1 Apr 2020 to 21 Sep 2023)
    • (4)Employed By (since 30 Dec 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (15 Feb 2024 to 2 Dec 2024)
    • CF30 Customer (10 Feb 2024 to 2 Dec 2024)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (480)Employed By (10 Feb 2024 to 2 Dec 2024)
  • Franklyn Financial Management Ltd (no longer approved here)

    FRN 416194

    • (18)Employed By (1 Apr 2020 to 21 Sep 2023)

Recent activity

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

No changes recorded yet.