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 12 Aug 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 31 Mar 2010)
    • CF21 Investment Adviser (24 Feb 2005 to 31 Oct 2007)

Recent activity

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

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