Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (13 Dec 2021 to 21 Mar 2025)
    • CF30 Customer (8 Dec 2021 to 21 Mar 2025)
  • Mason Cole Wealth Management Ltd (no longer approved here)

    FRN 845289

    • (1)Employed By (8 Dec 2021 to 21 Mar 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Dec 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.