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

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (24 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2007 to 24 Jul 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (4 May 2004 to 4 Jan 2005)
    • CF22 Investment Adviser (Trainee) (28 Oct 2002 to 4 May 2004)

Recent activity

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

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