Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 14 Apr 2022)
    • CF1 Director (AR) (since 4 Mar 2022)
    • Employed By (since 8 Feb 2005)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (1 Aug 2020 to 16 Feb 2023)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (8 Feb 2005 to 31 Oct 2007)
    • CF1 Director (AR) (8 Feb 2005 to 12 Apr 2022)

Recent activity

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

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