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
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF1 Director (AR) (since 4 Jun 2025)
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WS Finance Limited
FRN 1018406
- Employed By (since 18 Sep 2024)
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Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 15 Mar 2019)
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ASW Associates Ltd
FRN 834997
- (1)Employed By (since 15 Mar 2019)
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- CF1 Director (AR) (18 Sep 2024 to 19 Feb 2026)
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- CF4 Partner (AR) (16 Mar 2015 to 1 Aug 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.