Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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- CF22 Investment Adviser (Trainee) (24 Sep 2004 to 26 Sep 2004)
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- CF21 Investment Adviser (3 Mar 2004 to 22 Sep 2004)
- CF22 Investment Adviser (Trainee) (10 Jun 2003 to 3 Mar 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.