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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF30 Customer (11 Jun 2013 to 10 Dec 2013)
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Quilter Mortgage Planning Limited
FRN 440718
- 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 9 Dec 2019)
- CF1 Director (AR) (since 15 Apr 2014)
- CF1 Director (AR) (8 Jul 2008 to 9 Sep 2011)
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Jacob James Group Ltd
FRN 788614
- (1)Employed By (since 18 Sep 2017)
Recent activity
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