Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Wild & Company Limited
FRN 1033077
- Employed By (since 16 Oct 2025)
-
Quilter Mortgage Planning Limited
FRN 440718
- CF1 Director (AR) (since 10 Aug 2022)
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 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)
- CF1 Director (AR) (since 22 Oct 2021)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 26 Sep 2014)
-
Moneytree Wealth Management Ltd
FRN 537029
- (14)Employed By (since 23 Dec 2010)
-
- CF30 Customer (23 Dec 2010 to 31 Dec 2014)
-
- CF30 Customer (1 Nov 2007 to 15 Feb 2008)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.