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
    • Appointed representative dealing with clients for which they require qualification (since 24 May 2024)
    • CF1 Director (AR) (since 23 May 2024)
    • (1)Employed By (since 23 May 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (26 Apr 2021 to 28 Jun 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (6 Aug 2010 to 28 Feb 2014)
  • Citrus Healthcare Consulting Ltd (no longer approved here)

    FRN 528666

    • Employed By (6 Aug 2010 to 28 Feb 2014)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 10 Dec 2007)
    • CF21 Investment Adviser (8 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Jul 2006 to 8 Feb 2007)

Recent activity

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

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