Where they hold approval

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

  • Calton Wealth Management Ltd (no longer approved here)

    FRN 958604

    • [FCA CF] Client dealing (1 Nov 2023 to 1 Oct 2025)
    • [FCA CF] Functions requiring qualifications (1 Nov 2023 to 1 Oct 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (10 Aug 2020 to 30 Oct 2023)
    • CF1 Director (AR) (10 Aug 2020 to 30 Oct 2023)
    • CF30 Customer (10 Aug 2020 to 30 Oct 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (10 Aug 2020 to 30 Oct 2023)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF1 Director (AR) (1 Oct 2016 to 3 Sep 2018)
    • CF30 Customer (1 Oct 2016 to 3 Sep 2018)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (9 Sep 2013 to 23 Sep 2016)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (8 May 2012 to 9 Sep 2013)
  • LIFT-Financial Ltd (no longer approved here)

    FRN 471394

    • CF30 Customer (10 Sep 2009 to 23 Apr 2012)

Recent activity

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

No changes recorded yet.