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
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Apr 2024)
    • CF1 Director (AR) (since 8 Apr 2024)
    • (1)Employed By (since 8 Apr 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2024)
    • CF30 Customer (4 Oct 2017 to 1 May 2024)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (525)Employed By (4 Oct 2017 to 8 May 2024)

Recent activity

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

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