Where they hold approval

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

    • 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 16 Jun 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Apr 2023)
    • CF30 Customer (1 Nov 2007 to 30 Nov 2008)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF1 Director (AR) (1 Jun 2005 to 25 Apr 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (1 Mar 2012 to 8 May 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (6 May 2009 to 30 Jul 2024)
    • CF30 Customer (6 May 2009 to 9 Sep 2009)

Recent activity

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

No changes recorded yet.