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 30 Apr 2006)
- CF30 Customer (1 Nov 2007 to 18 Jan 2011)
- CF22 Investment Adviser (Trainee) (30 Apr 2006 to 31 Oct 2007)
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The Mortgage Advice Company Ltd
FRN 450795
- Employed By (since 24 Apr 2006)
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- CF1 Director (AR) (30 Nov 2005 to 30 Apr 2006)
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- CF21 Investment Adviser (18 Feb 2004 to 31 Oct 2004)
- CF1 Director (AR) (18 Feb 2004 to 31 Oct 2004)
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- Employed By (18 Feb 2004 to 21 Nov 2005)
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- CF21 Investment Adviser (18 Feb 2004 to 21 Nov 2005)
- CF1 Director (AR) (18 Feb 2004 to 21 Nov 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.