Where they hold approval

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

  • Trusthouze Ltd

    FRN 660389

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 17 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Jul 2025)
    • [FCA CF] Client dealing (9 Apr 2025 to 17 Apr 2025)
    • [FCA CF] Functions requiring qualifications (9 Apr 2025 to 17 Apr 2025)
  • BMSG Wealth Management Limited (no longer approved here)

    FRN 929810

    • [FCA CF] Client dealing (9 May 2024 to 16 Apr 2025)
    • [FCA CF] Functions requiring qualifications (9 May 2024 to 16 Apr 2025)
  • Direct 2 Wealth Limited (no longer approved here)

    FRN 1002942

    • (2)Employed By (25 Oct 2023 to 21 May 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (14 Jul 2022 to 21 May 2024)
    • CF30 Customer (27 Jun 2022 to 21 May 2024)
  • Direct Mortgages Ltd (no longer approved here)

    FRN 610020

    • (1)Employed By (27 Jun 2022 to 21 May 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2023)

Recent activity

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

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