Where they hold approval

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

  • MPA Financial Management Limited (no longer approved here)

    FRN 434931

    • [FCA CF] Functions requiring qualifications (30 Sep 2022 to 30 Aug 2024)
    • [FCA CF] Client dealing (30 Sep 2022 to 30 Aug 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (29 Sep 2020 to 24 Aug 2022)
    • CF30 Customer (9 Sep 2020 to 24 Aug 2022)
    • CF4 Partner (AR) (9 Sep 2020 to 24 Aug 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (9 Sep 2020 to 24 Aug 2022)
  • Jean Hall Financial Planning (no longer approved here)

    FRN 929318

    • (2)Employed By (9 Sep 2020 to 24 Aug 2022)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Sep 2021)
    • CF30 Customer (1 Nov 2007 to 23 Sep 2021)
    • CF21 Investment Adviser (19 Jun 2003 to 31 Oct 2007)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (350)Employed By (19 Jun 2003 to 1 Jun 2017)

Recent activity

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

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