Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (25 Nov 2016 to 18 Mar 2017)
    • CF30 Customer (1 Nov 2007 to 13 Sep 2017)
    • CF22 Investment Adviser (Trainee) (2 Oct 2007 to 31 Oct 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (25 Nov 2016 to 18 Mar 2017)
  • JDA Wealth Ltd (no longer approved here)

    FRN 175318

    • (2)Employed By (1 Dec 2001 to 13 Sep 2017)

Recent activity

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

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