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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 10 Mar 2017)
    • CF30 Customer (since 10 Jan 2013)
    • Employed By (since 7 May 2019)
  • Bright FS Ltd (no longer approved here)

    FRN 591589

    • Employed By (10 Jan 2013 to 21 Aug 2019)
  • Perennial Financial Management Limited (no longer approved here)

    FRN 402393

    • CF30 Customer (10 Aug 2010 to 18 Mar 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (26 Mar 2010 to 28 Jul 2010)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF30 Customer (12 May 2009 to 30 Mar 2010)

Recent activity

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

No changes recorded yet.