Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 29 Apr 2008)
    • CF21 Investment Adviser (14 Jan 2003 to 31 Oct 2007)
    • CF4 Partner (AR) (14 Jan 2003 to 13 Feb 2004)
  • Walker & Done Partnership (no longer approved here)

    FRN 221904

    • (1)Employed By (14 Jan 2003 to 22 Apr 2004)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF22 Investment Adviser (Trainee) (1 Dec 2002 to 4 Dec 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)

Recent activity

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

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