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)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Feb 2022)
- CF30 Customer (19 May 2015 to 2 Feb 2022)
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QUILTER WEALTH LIMITED
FRN 217742
- 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 3 Dec 2021)
- CF30 Customer (since 30 Nov 2021)
- CF30 Customer (1 Nov 2007 to 26 Nov 2020)
- CF21 Investment Adviser (27 May 2004 to 31 Oct 2007)
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CJP Financial Planning Ltd
FRN 597096
- Employed By (since 30 Nov 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.