Where they hold approval

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

    • (63)Employed By (since 6 May 2025)
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2024)
    • [FCA CF] Client dealing (since 5 Dec 2024)
    • CF1 Director (AR) (since 26 Nov 2024)
    • CF30 Customer (since 26 Nov 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (13 Mar 2023 to 25 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Sep 2021 to 25 Nov 2024)
    • CF30 Customer (9 Sep 2021 to 25 Nov 2024)
  • Black Lion Wealth Management Ltd (no longer approved here)

    FRN 991299

    • Employed By (13 Mar 2023 to 25 Nov 2025)
  • PRG Financial Planners Limited (no longer approved here)

    FRN 592781

    • (28)Employed By (21 Dec 2020 to 9 Jun 2023)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2021)
    • CF30 Customer (9 Oct 2018 to 1 Nov 2021)
  • Place Campbell TrinityBridge Limited (no longer approved here)

    FRN 218893

    • (30)Employed By (14 Aug 2018 to 30 Sep 2018)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (23 Nov 2017 to 30 Sep 2018)

Recent activity

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

  1. controlled function added: (30)Employed By at Place Campbell TrinityBridge Limited