Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Quilter Investment Platform Limited
FRN 165359
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF3 Executive Director (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (12 Aug 2010 to 19 Apr 2018)
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Quilter Financial Planning Solutions Limited
FRN 184591
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (28 Feb 2019 to 8 Dec 2019)
- CF2 Non Executive Director (15 Jul 2016 to 28 Feb 2019)
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Lighthouse Advisory Services Limited
FRN 195199
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (14 Apr 2020 to 13 Sep 2023)
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Quilter Life & Pensions Limited
FRN 207977
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (10 Dec 2018 to 13 Sep 2023)
- SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 9 Dec 2018)
- CF1 Director (12 Aug 2010 to 6 Mar 2016)
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QUILTER WEALTH LIMITED
FRN 217742
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (28 Feb 2019 to 8 Dec 2019)
- CF2 Non Executive Director (15 Jul 2016 to 28 Feb 2019)
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (28 Feb 2019 to 8 Dec 2019)
- CF2 Non Executive Director (15 Jul 2016 to 28 Feb 2019)
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Quilter Mortgage Planning Limited
FRN 440718
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (28 Feb 2019 to 8 Dec 2019)
- CF2 Non Executive Director (15 Jul 2016 to 28 Feb 2019)
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Quilter Financial Limited
FRN 497604
- SMF2 Chief Finance (since 14 Sep 2023)
- SMF7 Group Entity Senior Manager (9 Dec 2019 to 13 Sep 2023)
- CF1 Director (13 Mar 2019 to 8 Dec 2019)
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Quilter Cheviot Limited
FRN 124259
- SMF7 Group Entity Senior Manager (since 9 Dec 2019)
- CF1 Director (28 Feb 2019 to 8 Dec 2019)
- CF2 Non Executive Director (25 Feb 2015 to 28 Feb 2019)
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- SMF7 Group Entity Senior Manager (10 Dec 2018 to 31 Dec 2019)
- SIMF7 Group Entity Senior Insurance Manager Function (7 Mar 2016 to 9 Dec 2018)
- CF1 Director (12 Aug 2010 to 6 Mar 2016)
Recent activity
Updates to this individual's record on the FCA register.
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