Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 30 Jun 2022)
    • CF30 Customer (since 29 Jun 2022)
    • [FCA CF] Functions requiring qualifications (7 Nov 2021 to 30 Jun 2022)
    • [FCA CF] Client dealing (7 Nov 2021 to 30 Jun 2022)
    • (13)Employed By (since 29 Jun 2022)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • CF1 Director (AR) (18 Dec 2015 to 31 Oct 2018)
  • Templar Mortgage Company Ltd (no longer approved here)

    FRN 715279

    • Employed By (18 Dec 2015 to 7 Nov 2018)
  • Templar Financial Associates Ltd (no longer approved here)

    FRN 714127

    • Employed By (20 Nov 2015 to 3 Dec 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (10 Jun 2003 to 15 Dec 2004)
    • CF22 Investment Adviser (Trainee) (18 Dec 2002 to 10 Jun 2003)

Recent activity

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

No changes recorded yet.