Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 17 Feb 2026)
- CF30 Customer (since 11 Feb 2026)
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Quilter Financial Advisers Ltd
FRN 452529
- (59)Employed By (since 11 Feb 2026)
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- [FCA CF] Client dealing (28 Apr 2022 to 5 Feb 2025)
- CF1 Director (AR) (17 Nov 2020 to 12 Feb 2025)
- CF30 Customer (17 Nov 2020 to 12 Feb 2025)
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- Employed By (17 Nov 2020 to 12 Feb 2025)
Recent activity
Updates to this individual's record on the FCA register.
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