Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (19 May 2009 to 29 Oct 2009)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (23 Dec 2008 to 13 Jul 2009)
    • CF21 Investment Adviser (2 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Sep 2004 to 2 Nov 2004)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (8 Jul 2003 to 19 Nov 2003)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 8 Jul 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (8 Jul 2003 to 19 Nov 2003)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 8 Jul 2003)

Recent activity

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

No changes recorded yet.