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 (9 Dec 2019 to 2 Sep 2024)
    • CF30 Customer (15 Dec 2015 to 2 Sep 2024)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (76)Employed By (15 Dec 2015 to 2 Sep 2024)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (31 Jul 2009 to 30 Nov 2015)
    • CF22 Investment Adviser (Trainee) (5 Feb 2004 to 22 Mar 2005)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 31 Jul 2009)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.