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
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF1 Director (AR) (since 21 May 2008)
- CF30 Customer (21 Apr 2008 to 16 Oct 2008)
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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 18 Apr 2006)
- CF22 Investment Adviser (Trainee) (18 Apr 2006 to 5 Oct 2007)
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The Clear Advice Group Ltd
FRN 452665
- Employed By (since 21 Apr 2008)
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- Employed By (31 Oct 2004 to 21 Aug 2008)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.