Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 13 Aug 2010)
    • CF21 Investment Adviser (16 Aug 2007 to 31 Oct 2008)
    • CF22 Investment Adviser (Trainee) (10 Apr 2007 to 16 Aug 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF1 Director (AR) (1 Apr 2004 to 31 Oct 2004)
    • CF21 Investment Adviser (16 Mar 2004 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (13 Jun 2003 to 16 Mar 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF1 Director (AR) (1 Apr 2004 to 10 May 2007)
    • CF21 Investment Adviser (16 Mar 2004 to 10 May 2007)
    • CF22 Investment Adviser (Trainee) (13 Jun 2003 to 16 Mar 2004)
  • Advice for Life Services Limited (no longer approved here)

    FRN 220801

    • Employed By (13 Jun 2003 to 10 May 2007)

Recent activity

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

No changes recorded yet.