Where they hold approval

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

  • Oak Four Limited (no longer approved here)

    FRN 785589

    • [FCA CF] Client dealing (24 Mar 2025 to 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (24 Mar 2025 to 27 Feb 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (31 May 2022 to 23 Aug 2024)
    • CF30 Customer (26 May 2022 to 23 Aug 2024)
  • Pensionlite Ltd (no longer approved here)

    FRN 778159

    • (6)Employed By (26 May 2022 to 23 Aug 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (25 Aug 2020 to 1 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (5 Jun 2020 to 1 Mar 2022)
  • Delphic Financial Planning Limited (no longer approved here)

    FRN 486037

    • (14)Employed By (25 Aug 2020 to 1 Mar 2022)

Recent activity

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

No changes recorded yet.