Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (21 Sep 2022 to 6 Mar 2024)
    • CF30 Customer (12 Sep 2022 to 6 Mar 2024)
  • Moneytree Wealth Management Ltd (no longer approved here)

    FRN 537029

    • (10)Employed By (12 Sep 2022 to 6 Mar 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Nov 2022)
    • CF30 Customer (2 Jun 2014 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (2 Jul 2013 to 3 Jun 2014)
  • Camargue Chambers LLP (no longer approved here)

    FRN 565230

    • Employed By (2 Jul 2013 to 3 Jun 2014)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF30 Customer (1 Nov 2007 to 30 Apr 2013)
    • CF21 Investment Adviser (22 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Jan 2006 to 22 Aug 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (5 Jul 2005 to 16 Dec 2005)
    • CF22 Investment Adviser (Trainee) (11 Aug 2004 to 5 Jul 2005)

Recent activity

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

No changes recorded yet.