Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Quilter Financial Limited
FRN 497604
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 14 Jul 2025)
- CF30 Customer (since 9 Jul 2025)
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Chrysalis Wealth Management Ltd
FRN 708796
- (4)Employed By (since 9 Jul 2025)
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- Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 20 Apr 2025)
- CF30 Customer (29 Nov 2019 to 20 Apr 2025)
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- (1)Employed By (29 Nov 2019 to 20 Apr 2025)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (4)Employed By at Chrysalis Wealth Management Ltd