Where they hold approval

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

  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2023)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 31 Oct 2023)
    • CF1 Director (AR) (28 Jan 2013 to 1 Nov 2023)
    • CF30 Customer (23 Oct 2012 to 1 Nov 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 23 Oct 2012)
    • CF21 Investment Adviser (11 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Apr 2007 to 11 Jul 2007)

Recent activity

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

No changes recorded yet.