Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (13 Aug 2025 to 29 Jan 2026)
    • CF30 Customer (29 Jul 2025 to 29 Jan 2026)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2025 to 11 Aug 2025)
  • Rosemount Financial Solutions (IFA) Limited (no longer approved here)

    FRN 535515

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2024 to 30 Jul 2024)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (11 Dec 2023 to 11 Jun 2024)
  • PROSPERITY IFA LIMITED (no longer approved here)

    FRN 772483

    • [FCA CF] Functions requiring qualifications (20 Mar 2023 to 21 Jul 2023)
  • BOWER RETIREMENT LIMITED (no longer approved here)

    FRN 451607

    • [FCA CF] Functions requiring qualifications (16 Aug 2022 to 25 Sep 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (30 Sep 2021 to 29 Jul 2022)
  • Julian Harris Financial Consultants (no longer approved here)

    FRN 153566

    • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 31 Mar 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2020)
  • JULIAN HARRIS ADVISER NETWORK LIMITED (no longer approved here)

    FRN 304155

    • CF1 Director (AR) (4 Oct 2018 to 28 Mar 2019)

Recent activity

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

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