Where they hold approval

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

  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
    • CF1 Director (AR) (16 Aug 2013 to 21 Apr 2016)
    • CF30 Customer (16 Aug 2013 to 30 Dec 2020)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF1 Director (AR) (18 Jan 2013 to 12 Sep 2013)
    • CF30 Customer (10 Jan 2013 to 12 Sep 2013)
  • Parker Castle Limited (no longer approved here)

    FRN 163031

    • (16)Employed By (16 Feb 2001 to 3 Apr 2006)

Recent activity

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

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