Last updated
2 weeks ago
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Where they hold approval

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

  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2021)
    • CF30 Customer (23 Jan 2008 to 29 Dec 2021)
  • TRULY INDEPENDENT LTD (no longer approved here)

    FRN 513655

    • CF30 Customer (17 Apr 2018 to 19 Jul 2018)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF21 Investment Adviser (26 Oct 2004 to 27 May 2005)
    • CF22 Investment Adviser (Trainee) (1 Apr 2004 to 26 Oct 2004)

Recent activity

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

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