Where they hold approval

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

  • Finli (PDB) Ltd (no longer approved here)

    FRN 802430

    • (3)Employed By (17 Mar 2025 to 14 Mar 2025)
  • Finli (G&P) Ltd (no longer approved here)

    FRN 142752

    • Appointed representative dealing with clients for which they require qualification (19 Jan 2024 to 14 Mar 2025)
    • CF30 Customer (19 Jan 2024 to 14 Mar 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2024)
    • CF1 Director (AR) (13 Nov 2014 to 13 Oct 2021)
    • CF30 Customer (13 Nov 2014 to 27 Feb 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (19 Nov 2014 to 13 Oct 2021)
  • Acorn Financial Services (no longer approved here)

    FRN 125273

    • (6)Employed By (1 Dec 2001 to 30 May 2002)

Recent activity

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

  1. controlled function removed: Employed By at Finli (PDB) Ltd

  2. controlled function added: (3)Employed By at Finli (PDB) Ltd