Where they hold approval

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

  • Fhoenix Estates Limited (no longer approved here)

    FRN 428814

    • [FCA CF] Client dealing (8 Feb 2025 to 23 Sep 2025)
    • [FCA CF] Functions requiring qualifications (8 Feb 2025 to 23 Sep 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (28 Sep 2020 to 31 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (28 Sep 2020 to 31 Jan 2025)
    • CF1 Director (AR) (28 Sep 2020 to 31 Jan 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (28 Sep 2020 to 31 Jan 2025)
  • Verve Financial Ltd (no longer approved here)

    FRN 927002

    • (1)Employed By (28 Sep 2020 to 31 Jan 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (6 Aug 2018 to 29 Sep 2020)
  • The Aaron Partnership (no longer approved here)

    FRN 229874

    • Employed By (6 Aug 2018 to 31 Jan 2025)

Recent activity

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

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