Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 3 Feb 2025)
    • (1)Employed By (since 3 Feb 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2025)
    • CF30 Customer (23 Jul 2009 to 30 Dec 2011)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2009)
    • CF21 Investment Adviser (15 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Feb 2005 to 15 Apr 2005)
  • Intro-Net Financial Services (3222) (no longer approved here)

    FRN 197112

    • (2)Employed By (20 Feb 2002 to 30 Apr 2004)

Recent activity

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

No changes recorded yet.