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)
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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 7 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
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- Appointed representative dealing with clients for which they require qualification (4 May 2021 to 7 Mar 2023)
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- Appointed representative dealing with clients for which they require qualification (26 Feb 2021 to 28 May 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.