Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jun 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 15 Dec 2011)
    • CF21 Investment Adviser (19 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Apr 2007 to 19 Jul 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF1 Director (AR) (6 Apr 2004 to 31 Oct 2004)
    • CF21 Investment Adviser (18 Aug 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 18 Aug 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF1 Director (AR) (6 Apr 2004 to 10 May 2007)
    • CF21 Investment Adviser (18 Aug 2003 to 10 May 2007)
    • CF22 Investment Adviser (Trainee) (26 Nov 2002 to 18 Aug 2003)
  • Advice for Life Services Limited (no longer approved here)

    FRN 220801

    • Employed By (26 Nov 2002 to 10 May 2007)
  • Advice for Life (no longer approved here)

    FRN 184608

    • Employed By (8 Apr 2002 to 16 Aug 2002)

Recent activity

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

No changes recorded yet.