Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (19 Jul 2021 to 29 Dec 2021)
    • CF30 Customer (28 Jan 2016 to 11 May 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (30 Jun 2021 to 5 Jan 2022)
  • Compass Financial (UK) Limited (no longer approved here)

    FRN 616200

    • Employed By (30 Jun 2021 to 5 Jan 2022)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (1 Nov 2007 to 25 Dec 2015)
    • CF21 Investment Adviser (26 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 26 Oct 2006)

Recent activity

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

No changes recorded yet.