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
    • CF30 Customer (since 14 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (13 Jan 2026 to 14 Jan 2026)
    • (7)Employed By (since 14 Apr 2026)
  • Private & Commercial Lifetime Partners Limited (no longer approved here)

    FRN 200847

    • (8)Employed By (14 Oct 2024 to 29 Oct 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (14 Oct 2024 to 29 Oct 2025)
    • CF30 Customer (14 Oct 2024 to 29 Oct 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 29 Oct 2025)

Recent activity

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

  1. controlled function removed: Employed By at Private & Commercial Lifetime Partners Limited

  2. controlled function added: (8)Employed By at Private & Commercial Lifetime Partners Limited