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

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF21 Investment Adviser (19 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Apr 2005 to 19 May 2006)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF22 Investment Adviser (Trainee) (28 Nov 2003 to 13 Dec 2004)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (17 Nov 2003 to 28 Nov 2003)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 17 Nov 2003)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (17 Nov 2003 to 28 Nov 2003)
    • CF22 Investment Adviser (Trainee) (24 Mar 2003 to 17 Nov 2003)

Recent activity

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

No changes recorded yet.