Where they hold approval

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

    • 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)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Sep 2009 to 31 Jul 2013)
    • CF1 Director (AR) (2 Sep 2009 to 31 Jul 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (17 Nov 2008 to 3 Sep 2009)
    • CF1 Director (AR) (17 Nov 2008 to 3 Sep 2009)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (7 Jul 2006 to 3 Sep 2009)

Recent activity

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

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