Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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 4 Jun 2025)
- CF1 Director (AR) (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 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 9 Dec 2019)
- CF1 Director (AR) (since 8 Apr 2011)
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Able Wealth Management Limited
FRN 544852
- (1)Employed By (since 8 Apr 2011)
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- CF21 Investment Adviser (30 Sep 2003 to 28 Apr 2004)
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- Employed By (11 Nov 2002 to 2 Oct 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Able Wealth Management Limited
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controlled function added: (1)Employed By at Able Wealth Management Limited