Where they hold approval

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

  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 Mar 2013 to 15 Dec 2016)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 16 Nov 2020)
    • CF24 Pension Transfer Specialist (8 Feb 2006 to 31 Oct 2007)
    • CF1 Director (AR) (23 Feb 2005 to 16 Nov 2020)
    • CF21 Investment Adviser (23 Feb 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.