Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • [FCA CF] Client dealing (7 Dec 2022 to 9 Jan 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2022 to 9 Jan 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (24 Nov 2017 to 28 Feb 2018)

Recent activity

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

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