Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Quilter Financial Planning Solutions Limited
FRN 184591
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 1 Sep 2020)
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
-
Lighthouse Advisory Services Limited
FRN 195199
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 1 Sep 2020)
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
-
QUILTER WEALTH LIMITED
FRN 217742
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
- [FCA CF] Client dealing (since 1 Sep 2020)
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 1 Sep 2020)
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
-
Quilter Mortgage Planning Limited
FRN 440718
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 1 Sep 2020)
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
-
Quilter Financial Limited
FRN 497604
- 11. Pension transfer specialist
- [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
- [FCA CF] Client dealing (since 1 Sep 2020)
-
- CF30 Customer (27 Feb 2015 to 6 Mar 2016)
- CF22 Investment Adviser (Trainee) (31 Jan 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.