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
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (1 Nov 2007 to 8 Sep 2017)
- CF21 Investment Adviser (29 Jun 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (31 Dec 2005 to 29 Jun 2006)
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- CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.