Where they hold approval

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

    • (28)Employed By (since 29 Nov 2023)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 20 Feb 2012)
    • CF1 Director (AR) (13 Mar 2012 to 8 Dec 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Oct 2008 to 5 Apr 2012)

Recent activity

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

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