Last updated
2 weeks ago
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Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Mar 2026)
    • CF30 Customer (since 28 Feb 2026)
    • (6)Employed By (since 28 Feb 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (18 Dec 2023 to 6 Feb 2026)
    • CF30 Customer (9 Dec 2023 to 6 Feb 2026)
  • Four Oaks Financial Services Limited (no longer approved here)

    FRN 616095

    • (18)Employed By (9 Dec 2023 to 6 Feb 2026)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (21 Apr 2008 to 19 Nov 2012)

Recent activity

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

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