Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 18 Mar 2026)
- CF30 Customer (since 12 Mar 2026)
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Create Financial Solutions Limited
FRN 722497
- Employed By (since 12 Mar 2026)
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- (26)Employed By (9 Sep 2020 to 26 Jan 2026)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2026)
- CF30 Customer (23 May 2019 to 26 Jan 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.