Last updated
2 weeks ago
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Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2025)
    • CF1 Director (AR) (9 Aug 2019 to 30 Jul 2025)
    • CF30 Customer (1 Nov 2007 to 27 Jul 2009)
    • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Sep 2006 to 11 Sep 2007)
    • CF7 Sole Trader (AR) (29 Sep 2006 to 31 Jan 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (9 Aug 2019 to 30 Jul 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (9 Jul 2009 to 10 Sep 2014)

Recent activity

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

No changes recorded yet.