Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 11 May 2022)
    • [FCA CF] Client dealing (29 Sep 2021 to 11 May 2022)
    • [FCA CF] Functions requiring qualifications (29 Sep 2021 to 11 May 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2021)

Recent activity

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

No changes recorded yet.