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
- 7. Giving personal recommendations on long-term care insurance contracts
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- CF1 Director (AR) (since 4 Jun 2025)
- CF30 Customer (since 4 Jun 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
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Quilter Financial Planning Solutions Limited
FRN 184591
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 24 Mar 2015)
- CF30 Customer (since 26 Jan 2010)
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KNS Financial Planning Ltd
FRN 676810
- (1)Employed By (since 18 Mar 2015)
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- (11)Employed By (5 Aug 2002 to 23 Mar 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.