Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
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)
- CF30 Customer (2 Apr 2012 to 24 Jan 2013)
-
QUILTER WEALTH LIMITED
FRN 217742
- 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)
-
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
-
- CF30 Customer (1 Nov 2007 to 30 Mar 2012)
- CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
-
- Employed By (11 Feb 2005 to 24 Jan 2013)
-
- 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.