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 1 Sep 2025)
- CF1 Director (AR) (since 9 Aug 2025)
- CF30 Customer (since 9 Aug 2025)
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Accolade Financial Planning Ltd
FRN 1039109
- (1)Employed By (since 9 Aug 2025)
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- [FCA CF] Client dealing (13 Oct 2021 to 14 Aug 2025)
- [FCA CF] Functions requiring qualifications (13 Oct 2021 to 14 Aug 2025)
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- [FCA CF] Client dealing (14 Dec 2020 to 3 Sep 2021)
- [FCA CF] Functions requiring qualifications (14 Dec 2020 to 13 Sep 2021)
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- [FCA CF] Functions requiring qualifications (7 Aug 2020 to 14 Feb 2021)
- [FCA CF] Client dealing (7 Aug 2020 to 14 Feb 2021)
- CF30 Customer (15 Aug 2016 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Accolade Financial Planning Ltd
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controlled function added: (1)Employed By at Accolade Financial Planning Ltd