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 4 Jun 2025)
    • CF30 Customer (2 Apr 2012 to 24 Jan 2013)
    • 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 6 Mar 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 30 Mar 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (11 Feb 2005 to 24 Jan 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (16 Jul 2004 to 30 Jul 2004)
    • CF22 Investment Adviser (Trainee) (21 Jun 2002 to 16 Jul 2004)

Recent activity

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

No changes recorded yet.