Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 May 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (15 Mar 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Nov 2004 to 15 Mar 2005)

Recent activity

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

No changes recorded yet.