Where they hold approval

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

    • 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 4 Jun 2025)
    • CF30 Customer (1 Nov 2007 to 10 Jun 2008)
    • CF22 Investment Adviser (Trainee) (18 Oct 2007 to 31 Oct 2007)
    • 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 9 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (30 Nov 2006 to 7 Nov 2007)
    • CF22 Investment Adviser (Trainee) (22 May 2006 to 30 Nov 2006)
  • Laurie Grais (no longer approved here)

    FRN 224906

    • Employed By (14 May 2003 to 27 Sep 2006)

Recent activity

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

No changes recorded yet.