Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 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 11 Oct 2023)
    • CF30 Customer (19 Jun 2023 to 13 Jun 2025)
  • PK MORTGAGE SERVICES LIMITED (no longer approved here)

    FRN 997366

    • (1)Employed By (19 Jun 2023 to 13 Jun 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (11 Feb 2022 to 19 Oct 2023)
    • CF30 Customer (29 Sep 2021 to 19 Oct 2023)
  • Charles Derby Wealth Management Limited (no longer approved here)

    FRN 535816

    • Employed By (29 Sep 2021 to 13 Jun 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2022)

Recent activity

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

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