Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2022)
- CF30 Customer (4 Jul 2014 to 17 Aug 2022)
-
Quilter Financial Planning Solutions Limited
FRN 184591
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 1 Nov 2022)
- CF30 Customer (since 14 Oct 2022)
- CF30 Customer (4 Apr 2013 to 17 Jul 2014)
-
Accura Wealth Management Ltd
FRN 733602
- (4)Employed By (since 14 Oct 2022)
-
- CF30 Customer (1 Nov 2007 to 11 Nov 2012)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
-
controlled function removed: Employed By at Accura Wealth Management Ltd
-
controlled function added: (4)Employed By at Accura Wealth Management Ltd