Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • CF1 Director (AR) (since 3 Aug 2020)
    • Appointed representative dealing with clients for which they require qualification (28 Aug 2020 to 31 Mar 2024)
    • [FCA CF] Client dealing (28 Aug 2020 to 31 Mar 2024)
    • CF30 Customer (3 Aug 2020 to 31 Mar 2024)
    • Employed By (since 3 Aug 2020)
    • Employed By (18 Jun 2010 to 2 Sep 2020)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF1 Director (AR) (18 Jun 2010 to 28 Aug 2020)
    • CF30 Customer (18 Jun 2010 to 28 Aug 2020)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 14 Jun 2010)
    • CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • CF1 Director (AR) (18 Aug 2004 to 14 Jun 2010)
    • CF22 Investment Adviser (Trainee) (18 Aug 2004 to 27 May 2005)
  • Capital Manor Ltd (no longer approved here)

    FRN 414890

    • Employed By (18 Nov 2004 to 1 Apr 2005)
  • Capital Manor IFA Ltd (no longer approved here)

    FRN 402716

    • Employed By (18 Aug 2004 to 14 Jun 2010)

Recent activity

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

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