Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Dec 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (28 Jul 2008 to 17 Sep 2009)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2003)

Recent activity

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

No changes recorded yet.