Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Jul 2023)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 18 Jul 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF22 Investment Adviser (Trainee) (21 Apr 2006 to 5 Oct 2007)
    • CF1 Director (AR) (21 Apr 2006 to 21 Aug 2008)
  • Box Simpson Financial Ltd (no longer approved here)

    FRN 407496

    • Employed By (31 Oct 2004 to 21 Aug 2008)

Recent activity

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

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