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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 26 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (since 11 Sep 2023)
    • (3)Employed By (since 26 Nov 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (30 Jan 2020 to 22 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2023)
  • Bespoke Financial Guidance Ltd (no longer approved here)

    FRN 502836

    • Employed By (30 Jan 2020 to 22 Sep 2023)

Recent activity

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

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