Where they hold approval

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

  • Finli (IPWM) Limited (no longer approved here)

    FRN 591331

    • (3)Employed By (15 Mar 2023 to 2 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
    • CF30 Customer (16 Mar 2018 to 2 Jan 2024)
  • Total Financial Services Ltd (no longer approved here)

    FRN 543500

    • Employed By (16 Mar 2018 to 2 Jan 2024)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (30 Nov 2002 to 11 Nov 2003)

Recent activity

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

  1. controlled function removed: Employed By at Finli (IPWM) Limited

  2. controlled function added: (3)Employed By at Finli (IPWM) Limited