Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 8 Feb 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Jun 2021)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 10 Jun 2005)
  • Douglas and Rolls Partnership (no longer approved here)

    FRN 192706

    • (7)Employed By (1 Dec 2001 to 28 Feb 2002)

Recent activity

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

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