Where they hold approval

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

    • 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 Jul 2023)
    • [FCA CF] Client dealing (since 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (since 28 Feb 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)

Recent activity

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

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