Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2021)
    • CF1 Director (AR) (since 3 Dec 2021)
    • CF30 Customer (since 3 Dec 2021)
    • (1)Employed By (since 3 Dec 2021)
    • (1)Employed By (18 Feb 2015 to 3 Mar 2017)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
    • CF1 Director (AR) (20 Feb 2015 to 19 Jun 2020)
    • CF30 Customer (20 Jun 2013 to 30 Apr 2021)
    • CF4 Partner (AR) (15 Jan 2013 to 9 Apr 2015)
  • CDC Consultancy Limited (no longer approved here)

    FRN 768246

    • Employed By (23 Jan 2018 to 30 Apr 2021)
  • Crawford Drake Limited (no longer approved here)

    FRN 582337

    • Employed By (19 Jan 2017 to 7 Jun 2018)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (20 Feb 2015 to 19 Jun 2020)
    • CF4 Partner (AR) (31 Mar 2013 to 9 Apr 2015)
  • BH Wealth LLP (no longer approved here)

    FRN 591734

    • Employed By (15 Jan 2013 to 30 Apr 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (19 Sep 2012 to 22 Dec 2014)
    • CF30 Customer (25 Aug 2010 to 22 Dec 2014)
  • BHW Financial Services Limited (no longer approved here)

    FRN 585639

    • Employed By (6 Sep 2012 to 30 Apr 2021)

Recent activity

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

No changes recorded yet.