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 2 Jan 2024)
    • CF30 Customer (since 31 Dec 2023)
    • (1)Employed By (since 31 Dec 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (25 May 2022 to 5 Sep 2022)
    • CF30 Customer (31 Mar 2022 to 5 Sep 2022)
  • V-Financial Ltd (no longer approved here)

    FRN 647048

    • (12)Employed By (31 Mar 2022 to 5 Sep 2022)

Recent activity

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

  1. controlled function added: (12)Employed By at V-Financial Ltd