Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
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)
-
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)
-
- Employed By (2 Mar 2007 to 30 Jul 2007)
-
- Employed By (2 Jun 2004 to 7 Nov 2007)
-
- CF21 Investment Adviser (22 Apr 2004 to 31 Oct 2004)
- CF22 Investment Adviser (Trainee) (9 Sep 2003 to 22 Apr 2004)
-
- CF21 Investment Adviser (22 Apr 2004 to 30 Jul 2007)
- CF22 Investment Adviser (Trainee) (9 Sep 2003 to 22 Apr 2004)
-
- Employed By (31 Dec 2003 to 8 Apr 2005)
-
- CF21 Investment Adviser (1 Dec 2001 to 30 May 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.