Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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PRG Financial Planners Limited
FRN 592781
- (7)Employed By (since 28 Nov 2025)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
- CF30 Customer (2 Mar 2011 to 1 Apr 2012)
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QUILTER WEALTH LIMITED
FRN 217742
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 9 Dec 2019)
- CF30 Customer (since 2 Apr 2012)
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PRG Independent Limited
FRN 592823
- (4)Employed By (since 15 Jan 2013)
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- (245)Employed By (18 Nov 2002 to 14 Apr 2003)
Recent activity
Updates to this individual's record on the FCA register.
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