Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2024)
  • Julian Harris Financial Consultants (no longer approved here)

    FRN 153566

    • CF30 Customer (12 Oct 2009 to 17 Nov 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 22 Feb 2002)
  • Lee Green (no longer approved here)

    FRN 507207

    • Employed By (12 Oct 2009 to 17 Nov 2010)
  • Direct Mortgage Centre Limited (no longer approved here)

    FRN 302007

    • CF28 Systems and controls (1 Nov 2007 to 16 Aug 2011)
    • Responsible for Insurance Mediation (14 Jan 2005 to 16 Aug 2011)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
    • CF13 Finance (31 Oct 2004 to 31 Oct 2007)
    • CF1 Director (31 Oct 2004 to 16 Aug 2011)

Recent activity

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

No changes recorded yet.