Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 3 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 6 Jun 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (18 Nov 2021 to 6 Jun 2025)

Recent activity

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

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