Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Moneytree Wealth Management Ltd
FRN 537029
- (4)Employed By (since 26 Mar 2026)
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The Chester Partnership Ltd
FRN 193484
- (4)Employed By (since 26 Feb 2021)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 26 Feb 2021)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Mar 2021)
- CF30 Customer (30 Jul 2012 to 11 Mar 2021)
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- Employed By (30 Jul 2012 to 14 Apr 2021)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at The Chester Partnership Ltd
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controlled function added: (4)Employed By at The Chester Partnership Ltd