Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (6 Mar 2023 to 2 Jan 2024)
    • CF4 Partner (AR) (12 Oct 2010 to 13 Oct 2010)
    • CF30 Customer (12 Oct 2010 to 13 Oct 2010)
  • 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)
    • CF4 Partner (AR) (5 Mar 2015 to 2 Jan 2024)
  • Advance Financial Management (no longer approved here)

    FRN 184844

    • (2)Employed By (17 Nov 2015 to 2 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF4 Partner (AR) (5 Mar 2015 to 14 Dec 2016)

Recent activity

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

  1. controlled function removed: Employed By at Advance Financial Management

  2. controlled function added: (2)Employed By at Advance Financial Management