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
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 23 Dec 2025)
- CF30 Customer (since 16 Dec 2025)
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Quilter Financial Advisers Ltd
FRN 452529
- (78)Employed By (since 16 Dec 2025)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Oct 2021)
- CF30 Customer (15 Nov 2018 to 30 Oct 2021)
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- (19)Employed By (15 Nov 2018 to 30 Oct 2021)
Recent activity
Updates to this individual's record on the FCA register.
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