Where they hold approval

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

    • CF30 Customer (since 7 Oct 2025)
    • (19)Employed By (since 7 Oct 2025)
    • (2)Employed By (since 5 May 2022)
    • (4)Employed By (4 Jan 2019 to 11 Apr 2022)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 27 Apr 2022)
    • Appointed representative dealing with clients for which they require qualification (since 27 Apr 2022)
    • CF30 Customer (since 27 Apr 2022)
    • [FCA CF] Client dealing (since 27 Apr 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2022)
    • CF4 Partner (AR) (1 Mar 2019 to 11 Apr 2022)
    • CF30 Customer (4 Jan 2019 to 11 Apr 2022)

Recent activity

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

  1. controlled function removed: Employed By at Zest Financial Consultants Limited

  2. controlled function added: (4)Employed By at Zest Financial Consultants Limited

  3. controlled function added: (2)Employed By at Zest Financial Consultants Limited