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 2 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (3 Nov 2022 to 21 Nov 2025)
    • CF1 Director (AR) (2 Nov 2022 to 21 Nov 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Oct 2022)
  • BA (GI) Limited (no longer approved here)

    FRN 117647

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 10 May 2002)

Recent activity

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

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