Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 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 9 Dec 2019)
- CF1 Director (AR) (since 5 Mar 2013)
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Yorkshire Life Financial Services Ltd
FRN 504200
- Employed By (since 5 Mar 2013)
- Employed By (10 Aug 2009 to 3 Oct 2011)
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- CF1 Director (AR) (1 Dec 2017 to 2 Nov 2022)
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- Employed By (1 Dec 2017 to 9 Nov 2022)
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- CF1 Director (AR) (10 Aug 2009 to 21 Feb 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.