Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 8 Jun 2021)
- CF30 Customer (since 24 May 2021)
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V-Financial Ltd
FRN 647048
- (5)Employed By (since 24 May 2021)
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- (2)Employed By (6 Sep 2019 to 12 May 2020)
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- CF30 Customer (10 Oct 2018 to 12 May 2020)
- CF4 Partner (AR) (10 Oct 2018 to 20 Sep 2019)
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- (15)Employed By (10 Oct 2018 to 12 May 2020)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at V-Financial Ltd
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controlled function added: (5)Employed By at V-Financial Ltd