Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 20 Oct 2025)
    • CF4 Partner (AR) (4 Jun 2025 to 31 Oct 2025)
    • CF30 Customer (1 May 2008 to 28 Oct 2008)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (13 Aug 2021 to 31 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2025)
  • Mortgage Matters Plus (no longer approved here)

    FRN 194273

    • (1)Employed By (1 May 2008 to 28 Oct 2008)

Recent activity

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

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