Where they hold approval

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

  • Casterbridge Wealth Limited (no longer approved here)

    FRN 727583

    • SMF3 Executive Director (9 Dec 2019 to 11 Jun 2025)
    • CF1 Director (11 Apr 2016 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 26 Dec 2010)
    • CF21 Investment Adviser (24 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2004 to 24 Nov 2004)

Recent activity

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

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